Madison Suzanne Held

Current Employers

Mariner Independent

5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-10-09
VA	RA	APPROVED	2022-03-01

NC RA
APPROVED

Since 2023-10-09
VA RA
APPROVED

Since 2022-03-01

Branch Locations

Apex, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Adviceperiod, Llc	Warrenton	VA	08/2020	03/2022
Nelson Financial Partners, Llc	Warrenton	VA	05/2015	08/2020
Fauquier Springs Country Club	Warrenton	VA	05/2018	09/2018
Fauquier Springs Country Club	Warrenton	VA	05/2017	09/2017
Fauquier Springs Country Club	Warrenton	VA	05/2016	09/2016
Mariner Platform Solutions	Warrenton	VA	03/2022	Present
Nelson Wealth Management, Llc	Warrenton	VA	03/2022	Present

08/2020 → 03/2022

Adviceperiod, Llc

Warrenton, VA
05/2015 → 08/2020

Nelson Financial Partners, Llc

Warrenton, VA
05/2018 → 09/2018

Fauquier Springs Country Club

Warrenton, VA
05/2017 → 09/2017

Fauquier Springs Country Club

Warrenton, VA
05/2016 → 09/2016

Fauquier Springs Country Club

Warrenton, VA
03/2022 → Present

Mariner Platform Solutions

Warrenton, VA
03/2022 → Present

Nelson Wealth Management, Llc

Warrenton, VA

Previous Registrations

2020-12-04 → 2022-03-30

Adviceperiod, Llc

Warrenton, VA

Warrenton, VA

Los Angeles, CA

Other Businesses

Nelson Wealth Management, LLC; Warrenton, VA; Associate; offering investment advisory services through Mariner Platform Solutions; start date 03/2022; 160 hours/month during securities trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-04

S65 Uniform Investment Adviser Law Examination

2020-12-04

Other Names

Madison Suzanne Trout

View on SEC IAPD