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Advisor at MADISON PARTNERS
Colorado Springs, CO | MADISON, 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 | Aug 14, 2026 | n/a | yes | MADISON, WI|Colorado Springs, CO | Current employment |
| LOTUSGROUP ADVISORS | Independent wealth | Nov 12, 2024 | Aug 12, 2026 | no | DENVER, CO | Previous registration |
| BONFIRE FINANCIAL, LLC | Independent wealth | Oct 4, 2023 | Oct 10, 2024 | no | COLORADO SPRINGS, CO | Previous registration |
| FIRST FOUNDATION ADVISORS | Independent wealth | Feb 22, 2016 | May 15, 2018 | no | IRVINE, CA | Previous registration |
| CERITY PARTNERS LLC | Independent wealth | Dec 2, 2013 | Mar 10, 2016 | no | COSTA MESA, CA|NEW YORK, NY | Previous registration |
| DEUTSCHE BANK SECURITIES INC. | No RAUM reported | Jul 7, 2008 | Apr 12, 2012 | no | COSTA MESA, CA|COSTA MESA, CA|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LOTUSGROUP ADVISORS | MADISON PARTNERS | Aug 12, 2026 | Aug 14, 2026 | 2 | Firm change | RIA to RIA |
| BONFIRE FINANCIAL, LLC | LOTUSGROUP ADVISORS | Oct 10, 2024 | Nov 12, 2024 | 33 | Firm change | RIA to RIA |
| FIRST FOUNDATION ADVISORS | BONFIRE FINANCIAL, LLC | May 15, 2018 | Oct 4, 2023 | 1,968 | Firm change after gap | RIA to RIA |
| CERITY PARTNERS LLC | FIRST FOUNDATION ADVISORS | Mar 10, 2016 | Feb 22, 2016 | -17 | Firm change | Other |
| DEUTSCHE BANK SECURITIES INC. | CERITY PARTNERS LLC | Apr 12, 2012 | Dec 2, 2013 | 599 | Firm change after gap | Other |