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Madison Mount

Francis Financial

New York, NY

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Current Employers
Francis Financial

39 Broadway Suite 1730, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-06-03
  • NY RA
    APPROVED
    Since 2022-06-03

Branch Locations

39 Broadway Suite 1730, New York, NY 10006 • 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
OrganizationCityStateFromTo
Novi Wealth Partners Princeton NJ 06/2021 03/2022
University Of Tampa Tampa FL 09/2017 05/2021
Notre Dame High School Lawrenceville NJ 09/2013 06/2017
Novi Wealth Partners Princeton NJ 06/2020 08/2020
Northwestern Mutual Tanpa FL 12/2019 03/2020
Francis Financial, Inc. New York NY 04/2022 01/2026
Francis Financial, Inc. New York NY 01/2026 Present
  • 06/2021 → 03/2022
    Novi Wealth Partners
    Princeton, NJ
  • 09/2017 → 05/2021
    University Of Tampa
    Tampa, FL
  • 09/2013 → 06/2017
    Notre Dame High School
    Lawrenceville, NJ
  • 06/2020 → 08/2020
    Novi Wealth Partners
    Princeton, NJ
  • 12/2019 → 03/2020
    Northwestern Mutual
    Tanpa, FL
  • 04/2022 → 01/2026
    Francis Financial, Inc.
    New York, NY
  • 01/2026 → Present
    Francis Financial, Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-10
  • S65 Uniform Investment Adviser Law Examination
    2021-11-10
Designations

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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