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Advisor at FINANCIAL FREEDOM
CINCINNATI, OH | Rochester, NY
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 |
|---|---|---|---|---|---|---|
| FINANCIAL FREEDOM | Independent wealth | Mar 13, 2026 | n/a | yes | CINCINNATI, OH|Rochester, NY | Current employment |
| MADISON ADVISORY SERVICES, INC. | Independent wealth | May 11, 2021 | Dec 19, 2025 | no | WHITE PLAINS, NY | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 14, 2016 | Aug 5, 2021 | no | WHITE PLAINS, NY|WHITE PLAINS, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MADISON ADVISORY SERVICES, INC. | FINANCIAL FREEDOM | Dec 19, 2025 | Mar 13, 2026 | 84 | Firm change | RIA to RIA |
| OSAIC WEALTH, INC. | MADISON ADVISORY SERVICES, INC. | Aug 5, 2021 | May 11, 2021 | -86 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:132386:NY:2021-08-05 | Aug 5, 2021 | May 11, 2021 | WHITE PLAINS, NY | Firm change after gap |