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Advisor at MADISON PARTNERS
MADISON, WI | SHENANDOAH, TX
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 | Dec 8, 2025 | n/a | yes | SHENANDOAH, TX|MADISON, WI | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 6, 2020 | Dec 8, 2025 | no | THE WOODLANDS, TX | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Aug 23, 2018 | Jul 14, 2020 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MADISON PARTNERS | Dec 8, 2025 | Dec 8, 2025 | 0 | Firm change | Wirehouse to RIA |
| PRUCO SECURITIES, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 14, 2020 | Jul 6, 2020 | -8 | Firm change | Ibd to wirehouse |