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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

MEGAN MADDEN

Advisor at DELTA FINANCIAL ADVISORS, INC

KENSINGTON, MD

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Search this name across graphsid dfx:ria:d2e16474-b521-7168-9500-e04b2c9a2d46

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 25, 2018 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: DELTA FINANCIAL ADVISORS, INC
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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 25, 2018
First registration: Sep 25, 2018
Dual registered: yes, broker-dealer
Other names: MEGAN SARAH MADDEN|Megan Madden
IAPD individual key: 6970037

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
DELTA FINANCIAL ADVISORS, INC	Independent wealth	Sep 23, 2025	n/a	yes	KENSINGTON, MD	Current employment
LPL ENTERPRISE, LLC	Bd affiliated wealth	Nov 14, 2024	Oct 15, 2025	no	COCKEYSVILLE, MD\|NORTH BETHESDA, MD	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Dec 6, 2023	Nov 14, 2024	no	North Bethesda, MD	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 11, 2020	Nov 17, 2023	no	BETHESDA, MD	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Sep 25, 2018	Feb 19, 2020	no	ALBANY, NY	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
LPL ENTERPRISE, LLC	DELTA FINANCIAL ADVISORS, INC	Oct 15, 2025	Sep 23, 2025	-22	Firm change	Ibd to RIA
PRUCO SECURITIES, LLC	LPL ENTERPRISE, LLC	Nov 14, 2024	Nov 14, 2024	0	Bulk transfer	Ibd to new firm
UBS FINANCIAL SERVICES INC.	PRUCO SECURITIES, LLC	Nov 17, 2023	Dec 6, 2023	19	Firm change	Wirehouse to ibd
GOLDMAN SACHS WEALTH SERVICES, L.P.	UBS FINANCIAL SERVICES INC.	Feb 19, 2020	Mar 11, 2020	21	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ DELTA FINANCIAL ADVISORS, INCRegistered adviserregistration: current employment
Sep 23, 2025 to presentfactForm ADV
→ LPL ENTERPRISE, LLCRegistered adviserregistration: previous registration
Nov 14, 2024 to Oct 15, 2025factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 6, 2023 to Nov 14, 2024factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 11, 2020 to Nov 17, 2023factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Sep 25, 2018 to Feb 19, 2020factForm ADV

Dated events

Occurred
Oct 15, 2025
Advisor changed firm
Megan Madden left Lpl Enterprise, Llc for Delta Financial Advisors, Inc (registered 2025-09-23)
Form ADVobserved 4 days ago
Occurred
Nov 17, 2023
Advisor changed firm
Megan Madden left Ubs Financial Services Inc. for Pruco Securities, Llc (registered 2023-12-06)
Form ADVobserved 4 days ago