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Advisor at CMG WEALTH ADVISORS LLC
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 |
|---|---|---|---|---|---|---|
| CMG WEALTH ADVISORS LLC | Independent wealth | May 29, 2026 | n/a | yes | MADISON, WI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 17, 2026 | n/a | yes | MADISON, WI | Current employment |
| NAVIGATE ADVISORS | n/a | Jun 6, 2007 | Jan 20, 2011 | no | STAMFORD, CT|STAMFORD, CT|STAMFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NAVIGATE ADVISORS | LPL FINANCIAL LLC | Jan 20, 2011 | Mar 17, 2026 | 5,535 | Firm change after gap | Other |