DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Daniel Machado

Madison Partnersindependent RIAMadison, Wi IA-onlyIAPD 4996369

Feed of 09/14/2026

At current firm

0 y

since Sep 4, 2026

In the industry

20 y

since Oct 7, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedthemadisonpartners.comfirm site, Sep 15, 2026
Professional profile: themadisonpartners.com/team/daniel-machadoreportedthemadisonpartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Madison Partners independent RIA current
since Sep 4, 2026 · Miami, Fl
J.P. Morgan Securities LLC wirehouse
Jul 22, 2013 to May 20, 2026 · Cutler Bay, Fl
Avantax Advisory Services former
Jul 9, 2013 to Jul 16, 2013 · Miami Beach, Fl
Td Ameritrade Investment Management, LLC former
Jun 15, 2006 to Jun 16, 2011 · Miami, Fl
Td Ameritrade, Inc. former
Jun 15, 2006 to Jun 16, 2011 · Coral Gables, Fl
Morgan Stanley Dw Inc. unclassified
Oct 11, 2005 to Jun 6, 2006 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

J.P. Morgan Securities LLC to Madison Partners
left May 20, 2026, registered Sep 4, 2026 (107 days) · Wirehouse to independent RIA
Avantax Advisory Services to J.P. Morgan Securities LLC
left Jul 16, 2013, registered Jul 22, 2013 (6 days) · Other
Td Ameritrade Investment Management, LLC to Avantax Advisory Services
left Jun 16, 2011, registered Jul 9, 2013 (754 days) · Other
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Jun 16, 2011, registered Jun 15, 2006 (-1827 days) · channel change inside one enterprise, not a move
Morgan Stanley Dw Inc. to Td Ameritrade, Inc.
left Jun 6, 2006, registered Jun 15, 2006 (9 days) · Other

Signals

Daniel Machado left J.P. Morgan Securities Llc for Madison Partners (registered 2026-09-04)
May 20, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address