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10 New King St Suite 104, White Plains, NY 10604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-09 |
Branch Locations
10 New King St Suite 104, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Planning Group, Inc. | White Plains | NY | 06/2011 | Present |
| Royal Alliance | White Plains | NY | 02/2016 | 08/2021 |
| Madison Advisory Services, Inc. | White Plains | NY | 02/2016 | Present |
| Lion Street Financial | White Plains | NY | 08/2021 | 07/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2025 | Present |
1. BENJAMIN SCHWARTZ, 10 New King Street, Suite 104, White Plains NY 10604, United States, 05/01/2015, Agent, 1099, NIR, 1 HR/MO - 1 HR/MO TRADING 2. MADISON ADVISORY SERVICES, INC., 10 New King Street, Suite 104, White Plains, NY 10604, 11/2016, Owner, RIA Affiliation - other than CIRA, NIR, 100 HR/MO - 100 HR/MO TRADING. 3. MADISON PLANNING GROUP, INC., 10 New King Street, Suite 104, White Plains, NY 10604, 02/2011, Owner, DBA Name, INV REL, 80 HR/MO - 80 HR/MO TRADING. 4. MADISON FAMILY HOLDINGS LLC, 10 New King Street, Suite 104, White Plains NY 10604, United States, 01/01/2021, Owner, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-13 |
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