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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-11-22 |
Branch Locations
112 West 34Th St. 18Th Floor, New York, NY 11020 • United States
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • UNITED STATES
266 Main Street, Madison, NJ 07940 • United States
2185 Lemoine Ave, Suite 1E, Fort Lee, NJ 07024 • 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 |
|---|---|---|---|---|
| Scher Financial Group | New York | NY | 05/1998 | Present |
| M Holdings Securities Inc. | Portland | OR | 10/2010 | Present |
| Atlas Advisory Group, Llc | Cranford | NJ | 10/2010 | 06/2019 |
| Madison & Main Advisors Llc | Madison | NJ | 06/2019 | Present |
(1) Madison & Main Advisors, LLC; 266 Main Street, Madison, NJ 07940; 07/01/2019; Partner; Insurance and Investment advising and sales; Investment Related; 200 hours/month; 200 hours/month during business hours; Commissions. (2) Crump; 3 FarmGlen Blvd, Farmington, CT 06032; 11/30/2020; Agent; Prospect and offer Fixed annuity to suitable clients; Not Investment Related; 1 hour/month; 0 hours/month during business hours; Commissions. (3) Grandtag Financial Consultancy; 10 ANSON ROAD, 09-13, Singapore; Life Insurance; Not Investment Related; Introducer; Refer clients for fixed insurance; 7/1/2023; 1 hour per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-02 |
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