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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-28 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
Pittsburgh, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Partners | Pittsburgh | PA | 05/2026 | Present |
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 04/2014 | 08/2017 |
| Ubs Financial Services Inc. | Pittsburgh | PA | 08/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 08/2020 | 04/2026 |
Independent Insurance Agent While Christopher McCoy is a licensed insurance agent with various insurance companies, Madison Partners prohibits Christopher McCoy from selling insurance to and generating commissions from Madison Partners' clients according to firm policy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-19 |
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