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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-05 |
Branch Locations
646 Plank Road Suite 200, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios | Clifton Park | NY | 03/2009 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 08/2025 |
| Madison Wealth Consultants | Clifton Park | NY | 08/2025 | 08/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2025 | Present |
| Madison Wealth Managers | Clifton Park | NY | 08/2025 | Present |
1. NAME OF OTHER BUSINESS: MADISON WEALTH MANAGERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/1992 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-06 |
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