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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-22 |
| NH | RA | APPROVED | 2026-04-20 |
| MI | RA | APPROVED | 2025-09-02 |
| AK | RA | APPROVED | 2025-02-18 |
| KY | RA | APPROVED | 2024-01-16 |
| FL | RA | APPROVED | 2023-02-01 |
| NY | RA | APPROVED | 2023-01-31 |
| NJ | RA | APPROVED | 2010-11-22 |
| PA | RA | APPROVED | 2010-10-29 |
Branch Locations
28 Franklin Place Floor 1, Morristown, NJ 07960 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Advisory Group, Llc | Cranford | NJ | 10/2010 | 06/2019 |
| M Holdings Securities Inc. | Portland | OR | 10/2009 | Present |
| Madison & Main Advisors Llc | Madison | NJ | 07/2019 | 12/2025 |
| Madison Legacy Partners, Llc | Morristown | NJ | 01/2026 | Present |
1) Coastal Insurance; 150 River Road, #E, Montville, NJ 07045; 1/1/1990; Agent; Sale and service of health insurance; Not Investment Related; 5 hours/month, 5 hours/month during business hours; Commissions. 2) Niatross Properties, LLC; 4 Cramsey place, Denville, NJ, 07834; 5/16/2017; Partner; Real estate holding company; Not Investment Related; 2 hours/month, 0 hours/month during business hours; Ownership, Passive income (rent). 3) Madison Legacy Partners, LLC; 28 Franklin Place Floor 1 Morristown, NJ 07960; 01/01/2026; CEO; Insurance and investing advising & sales; Investment Related; 200 hours/month; 200 hours/month during business hours; Commissions. 4) Madison Brokerage; 65 Madison Avenue, #200, Morristown, NJ 07962; 07/02/2019; Agent; Brokerage Insurance and annuities; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. 5) Clarity 2 Prosperity; 25651 Detroit Road, #201, Westlake, OH 44145; 07/01/2019; Agent; Fixed Brokerage insurance and annuities; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. 6) NJ DI & LTC Brokers; 1 Bethany Road, Suite 32, Hazlet, NJ 07730; 07/01/2019; Agent; DI & LTC insurance sales; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. 7) Estate Planning Council of Northern New Jersey - Secretary; P.O. Box 55, Bernardsville, NJ; 07/01/2021; Secretary; Select presenters/speakers for bi-monthly meetings; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No Compensation. 8) Denville Town Council; 1 St Marys Place, Denville, NJ 07834; Charity; Board Member; Not investment related; Attend town meetings, participate in town decisions for budgeting/operations; July 29, 2026; 4 hours /month;0 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-17 |
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