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Advisor at MADISON PARTNERS
MADISON, WI | SCOTTSDALE, AZ
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 | Oct 3, 2025 | n/a | yes | MADISON, WI|SCOTTSDALE, AZ | Current employment |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Mar 4, 2021 | Aug 9, 2025 | no | SCOTTSDALE, AZ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 19, 2018 | Mar 15, 2021 | no | SCOTTSDALE, AZ | Previous registration |
| TANDEM WEALTH ADVISORS | Independent wealth | May 10, 2017 | Nov 2, 2017 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | MADISON PARTNERS | Aug 9, 2025 | Oct 3, 2025 | 55 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | ROBERT W. BAIRD & CO. INCORPORATED | Mar 15, 2021 | Mar 4, 2021 | -11 | Firm change | Wirehouse to RIA |
| TANDEM WEALTH ADVISORS | WELLS FARGO ADVISORS | Nov 2, 2017 | Jul 19, 2018 | 259 | Firm change | RIA to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:8158:AZ:2021-03-15 | Mar 15, 2021 | Mar 4, 2021 | SCOTTSDALE, AZ | Firm change |