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Advisor at MADISON PARTNERS
MADISON, WI | Manitowoc, 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 |
|---|---|---|---|---|---|---|
| MADISON PARTNERS | Independent wealth | May 1, 2024 | n/a | yes | Manitowoc, WI|MADISON, WI | Current employment |
| PRACTICAL PORTFOLIOS LLC | n/a | Jun 11, 2007 | Dec 4, 2024 | no | APPLETON, WI|MANITOWOC, WI|Sturgeon Bay, WI | Previous registration |
| ACCESS INVESTMENT ADVISORS INC | Former SEC adviser | May 24, 1998 | Jun 27, 2007 | no | MANITOWOC, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRACTICAL PORTFOLIOS LLC | MADISON PARTNERS | Dec 4, 2024 | May 1, 2024 | -217 | Firm change after gap | Other |
| ACCESS INVESTMENT ADVISORS INC | PRACTICAL PORTFOLIOS LLC | Jun 27, 2007 | Jun 11, 2007 | -16 | Firm change | Other |