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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2023-08-01 |
Branch Locations
525 Plum Street Suite 101, Syracuse, NY 13204 • United States
Liverpool, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Financial Planning Group | Syracuse | NY | 08/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | Present |
| Lincoln Financial Advisors Corp. | Syracuse | NY | 02/2001 | 08/2023 |
1.Fixed insurance sales; as of 08/01/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Madison Financial Planning Group, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 01/07/2020; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-26 |
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