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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-03 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saratoga Capital Management Llc | Goodyear | AZ | 05/2014 | 03/2017 |
| Tandem Wealth Advisors Llc | Phoenix | AZ | 03/2017 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 03/2018 | 03/2021 |
| Self | Scottsdale | AZ | 11/2017 | 03/2018 |
| Robert W. Baird & Co. Incorporated | Scottsdale | AZ | 03/2021 | 08/2025 |
| Madison Partners | Scottsdale | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-09 |
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