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Advisor at MADISON PARTNERS
MADISON, WI | Waunakee, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MADISON PARTNERS | Independent wealth | Mar 4, 2026 | n/a | yes | MADISON, WI|Waunakee, WI | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 25, 2025 | Sep 10, 2025 | no | Madison, WI|MILWAUKEE, WI|MADISON, WI|MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | MADISON PARTNERS | Sep 10, 2025 | Mar 4, 2026 | 175 | Firm change | Ibd to RIA |