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RIA / WealthAdvisorCertified Financial Planner17 years in industry

PAUL JOSEPH VALENTE

Advisor at MADISON PARTNERS

Shelburne, VT | MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:673fa610-30dc-e967-ef6b-d2fd3c3c0d69

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 2, 2016 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Dec 19, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 19, 2008
First registration: Feb 2, 2016
Dual registered: no
Other names: PAUL J VALENTE
IAPD individual key: 5102812

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MADISON PARTNERS	Independent wealth	Jun 2, 2026	n/a	yes	Shelburne, VT\|MADISON, WI	Current employment
FISHER INVESTMENTS	Independent wealth	Dec 11, 2025	May 18, 2026	no	Shelburne, VT\|PLANO, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 18, 2020	Dec 17, 2025	no	FORT MILL, SC\|MIDDLEBURY, VT\|Middlebury, VT\|MIDDLEBURY, VT\|HINESBURG, VT\|BRISTOL, VT\|VERGENNES, VT\|BRANDON, VT\|BURLINGTON, VT	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Feb 2, 2016	Sep 18, 2020	no	MIDDLEBURY, VT\|WORCESTER, MA\|MIDDLEBURY, VT\|BRANDON, VT\|BRISTOL, VT\|HINESBURG, VT\|MIDDLEBURY, VT\|VERGENNES, VT\|SOUTH BURLINGTON, VT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	MADISON PARTNERS	May 18, 2026	Jun 2, 2026	15	Firm change	RIA to RIA
LPL FINANCIAL LLC	FISHER INVESTMENTS	Dec 17, 2025	Dec 11, 2025	-6	Firm change	Ibd to RIA
CETERA ADVISOR NETWORKS LLC	LPL FINANCIAL LLC	Sep 18, 2020	Sep 18, 2020	0	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
13572:6413:VT:2020-09-18	Sep 18, 2020	Sep 18, 2020	SOUTH BURLINGTON, VT	Firm change

Relationships

Registered with (4)

→ MADISON PARTNERSRegistered adviserregistration: current employment
Jun 2, 2026 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Dec 11, 2025 to May 18, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 18, 2020 to Dec 17, 2025factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Feb 2, 2016 to Sep 18, 2020factForm ADV

Dated events

Occurred
May 18, 2026
Advisor changed firm
Paul Joseph Valente left Fisher Investments for Madison Partners (registered 2026-06-02)
Form ADVobserved 5 days ago
Occurred
Dec 17, 2025
Advisor changed firm
Paul Joseph Valente left Lpl Financial Llc for Fisher Investments (registered 2025-12-11)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:673fa610-30dc-e967-ef6b-d2fd3c3c0d69
First observed: Feb 2, 2016
Last observed: Sep 15, 2026 5 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.

PAUL JOSEPH VALENTE

Advisor at MADISON PARTNERS

Shelburne, VT | MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:673fa610-30dc-e967-ef6b-d2fd3c3c0d69

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MADISON PARTNERS

Independent wealth

Jun 2, 2026

n/a

yes

Shelburne, VT|MADISON, WI

Current employment

FISHER INVESTMENTS

Independent wealth

Dec 11, 2025

May 18, 2026

Shelburne, VT|PLANO, TX

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Sep 18, 2020

Dec 17, 2025

Previous registration

CETERA ADVISOR NETWORKS LLC

Former SEC adviser

Feb 2, 2016

Sep 18, 2020

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FISHER INVESTMENTS

MADISON PARTNERS

May 18, 2026

Jun 2, 2026

Firm change

RIA to RIA

LPL FINANCIAL LLC

FISHER INVESTMENTS

Dec 17, 2025

Dec 11, 2025

-6

Firm change

Ibd to RIA

CETERA ADVISOR NETWORKS LLC

LPL FINANCIAL LLC

Sep 18, 2020

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

13572:6413:VT:2020-09-18

Sep 18, 2020

SOUTH BURLINGTON, VT

Firm change