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RIA / WealthAdvisor29 years in industry

James Moss Madden

Advisor at CSENGE ADVISORY GROUP, LLC

CLEARWATER, FL | McKinney, TX

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Search this name across graphsid dfx:ria:c7a80544-9bf0-138d-833e-991794cdfb99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2001 to Sep 14, 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: CSENGE ADVISORY GROUP, LLC
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: Jul 11, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 11, 1997
First registration: Mar 27, 2001
Dual registered: no
Other names: (II) JAY MOSS MADDEN|JAMES MADDEN|JAMES MOSS MADDEN|JAMES MOSS MADDEN JR
IAPD individual key: 2883455

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
CSENGE ADVISORY GROUP, LLC	Independent wealth	Jun 7, 2025	n/a	yes	CLEARWATER, FL\|McKinney, TX	Current employment
IP FINANCIAL ADVISORY SERVICES LLC	Independent wealth	May 18, 2021	Apr 9, 2026	no	CHARLOTTE, NC\|McKinney, TX	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jul 11, 2008	Jul 18, 2017	no	Frisco, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 27, 2001	Jul 28, 2008	no	DALLAS, TX\|DALLAS, TX	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
IP FINANCIAL ADVISORY SERVICES LLC	CSENGE ADVISORY GROUP, LLC	Apr 9, 2026	Jun 7, 2025	-306	Firm change after gap	RIA to RIA
RBC CAPITAL MARKETS, LLC	IP FINANCIAL ADVISORY SERVICES LLC	Jul 18, 2017	May 18, 2021	1,400	Firm change after gap	Ibd to ibd
CITIGROUP GLOBAL MARKETS INC.	RBC CAPITAL MARKETS, LLC	Jul 28, 2008	Jul 11, 2008	-17	Firm change	Other

Relationships

Registered with (4)

→ CSENGE ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Jun 7, 2025 to presentfactForm ADV
→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
May 18, 2021 to Apr 9, 2026factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jul 11, 2008 to Jul 18, 2017factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 27, 2001 to Jul 28, 2008factForm ADV

Dated events

Occurred
Apr 9, 2026
Advisor changed firm
James Moss Madden left Ip Financial Advisory Services Llc for Csenge Advisory Group, Llc (registered 2025-06-07)
Form ADVobserved 6 days ago