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.
Advisor moves
Departures from Madison Advisory Services, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew Joseph Federico | Madison Advisory Services, Inc. independent RIA | Financial Freedom independent RIA | RIA to RIA | Dec 19, 2025 | Mar 13, 2026 (84 d) |
| Jon E. Schlueter | Madison Advisory Services, Inc. independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 12, 2023 | Oct 5, 2023 |
| Adam Benjamin Kalender | Madison Advisory Services, Inc. independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 2, 2023 | Mar 14, 2018 |
| Jeffrey Michael Sultan | Madison Advisory Services, Inc. other | American Portfolios Advisors, Inc other | Other | Mar 13, 2017 | May 9, 2017 (57 d) |
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4 moves match.