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10 New King St Suite 104, White Plains, NY 10604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-20 |
Branch Locations
10 New King St Suite 104, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Planning Group | White Plains | NY | 08/2010 | 10/2024 |
| Royal Alliance | White Plains | NY | 03/2016 | 08/2021 |
| Madison Advisory Services, Inc. | White Plains | NY | 10/2024 | Present |
| Lion Street Financial | White Plains | NY | 08/2021 | 07/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2025 | Present |
| Madison Advisory Services, Inc. | White Plains | NY | 07/2025 | Present |
1) Gabriella Bermudez, 10 New King Street, Suite 104, White Plains NY 10604, United States, 10/2024, W2 Employee, DBA Name, NIR, Number of hours: 40, Securities trading hours: 200
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-28 |
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