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Advisor at MADISON PARTNERS
Lakespur, CO | MADISON, 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 | Dec 5, 2025 | n/a | yes | MADISON, WI|Lakespur, CO | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 31, 2025 | Dec 11, 2025 | no | DENVER, CO|Larkspur, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 10, 2019 | Apr 9, 2025 | no | Lone Tree, CO | Previous registration |
| TLG ADVISORS, INC. | Bd affiliated wealth | Sep 20, 2018 | May 16, 2019 | no | Bozeman, MT|SUMMIT, NJ | Previous registration |
| CURIAN CAPITAL, LLC | Former SEC adviser | Mar 1, 2013 | Mar 29, 2016 | no | FRANKLIN, TN|DENVER, CO | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Sep 22, 2006 | Jul 1, 2008 | no | ARVADA, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MADISON PARTNERS | Dec 11, 2025 | Dec 5, 2025 | -6 | Firm change | Ibd to RIA |
| CHARLES SCHWAB & CO., INC. | LPL FINANCIAL LLC | Apr 9, 2025 | Oct 31, 2025 | 205 | Firm change | Ibd to ibd |
| TLG ADVISORS, INC. | CHARLES SCHWAB & CO., INC. | May 16, 2019 | Jul 10, 2019 | 55 | Firm change | Ibd to ibd |
| CURIAN CAPITAL, LLC | TLG ADVISORS, INC. | Mar 29, 2016 | Sep 20, 2018 | 905 | Firm change after gap | Other |
| WELLS FARGO INVESTMENTS, LLC | CURIAN CAPITAL, LLC | Jul 1, 2008 | Mar 1, 2013 | 1,704 | Firm change after gap | Other |