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.

Current firm

MADISON PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Nov 4, 2019

First registration

Sep 10, 2020

Dual registered

no

Other names

JULIA MCLEAN ELLISOR

IAPD individual key

7176558

• Occurred

  Jun 12, 2026
  Advisor changed firm

  Julia Mclean Ellisor left Openarc Corporate Advisory, Llc for Madison Partners (registered 2026-04-30)

  Form ADVobserved 5 days ago
• Occurred

  Oct 6, 2025
  Advisor changed firm

  Julia Mclean Ellisor left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Openarc Corporate Advisory, Llc (registered 2025-10-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:65680c64-e38b-5b3a-4a89-dcbc1c10a789

First observed

Sep 10, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.