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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-28 |
| RI | RA | APPROVED | 2025-02-07 |
| NY | RA | APPROVED | 2024-10-05 |
| VA | RA | APPROVED | 2023-08-02 |
| SC | RA | APPROVED | 2023-07-21 |
| FL | RA | APPROVED | 2023-02-01 |
| NC | RA | APPROVED | 2023-02-01 |
| NJ | RA | APPROVED | 2010-10-29 |
Branch Locations
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
266 Main Street, Madison, NJ 07940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provident Mutual | Philadelphia | PA | 04/1991 | Present |
| M Holdings Securities Inc. | Portland | OR | 10/2010 | Present |
| Atlas Advisory Group, Llc | Cranford | NJ | 10/2010 | 06/2019 |
| Madison & Main Advisors Llc | Madison | NJ | 07/2019 | 01/2026 |
| Madison Rose Advisors Llc | Madison | NJ | 01/2026 | Present |
(1) National Social Security Partners, LLC; 266 Main Street, Madison, NJ 07940; 7/1/2019; Advisor; Not Investment Related; 1 hour/month, 1 hour/month during business hours; No Compensation. (2) Niatross Properties, LLC; 266 Main Street, Madison, NJ 07940; 5/16/2017; Partner; Real estate holding company; Not Investment Related; 1 hour/month, 1 hour/month during business hours; Ownership. (3) Madison & Main Advisors, LLC; 266 Main Street, Madison, NJ 07940; 07/01/2019; President; Insurance and investment advising & sales; Investment Related; 200 hours/month; 200 hours/month during business hours; Commissions. (4) Ash Brokerage, fka Zenith Marketing Group; 303 West Main Street, Suite 200, Freehold, NJ 07728; 01/28/2021; Agent; Term to permanent conversions, fixed life, annuity & disability business if not available via M Product lineup; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. (5) Madison Brokerage; 266 Main Street, Madison, NJ 07940; 07/02/2019; Agent; Brokerage Insurance and annuities; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. (6) Clarity 2 Prosperity; 30400 Detroit Road, #201, Westlake, OH 44145; 07/01/2019; Agent; Fixed insurance and annuities; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. (7) 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. (8) BenefitMall; 354 Eisenhower Parkway, Suite 2850, Livingston, NJ 07039; 07/01/2019; Agent; Advise on Group health and individual medical plans; Investment Related; 3 hours/month; 3 hours/month during business hours; Commissions. (9) HUB International; 180 River Road, 2nd Floor, Summit, NJ 07901; 10/01/2019; Agent; Individual and group health insurance sales; Investment Related; 3 hours/month; 3 hours/month during business hours; Commissions. (10) North American Life Insurance Co; 8300 Mills Civic Parkway, West Des Moines IN 50266; Insurance Sales; Investment Related; Insurance Agent; Insurance Sales; 10/17/2023; 1 hour per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-17 |
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