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Advisor at MADISON PARTNERS
Winter Springs, FL | 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 | Jun 3, 2026 | n/a | yes | MADISON, WI|Winter Springs, FL | Current employment |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Jun 12, 2013 | May 18, 2026 | no | ORLANDO, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 16, 2008 | Jan 11, 2013 | no | RESTON, VA|TOWSON, MD | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Sep 6, 2006 | Jul 31, 2007 | no | BALTIMORE, MD|Hunt Valley, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | MADISON PARTNERS | May 18, 2026 | Jun 3, 2026 | 16 | Firm change | Other |
| STRATEGIC ADVISERS LLC | SCHWAB WEALTH ADVISORY, INC. | Jan 11, 2013 | Jun 12, 2013 | 152 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | STRATEGIC ADVISERS LLC | Jul 31, 2007 | May 16, 2008 | 290 | Firm change | Other |