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Paul Joseph Valente

Madison Partners

Shelburne, VT

Madison, WI

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Current Employers
Madison Partners

1502 W Broadway Suite 301, Madison, WI 53713 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-06-02
  • VT RA
    APPROVED
    Since 2026-06-02

Branch Locations

Shelburne, VT • United States

1502 W Broadway Suite 301, Madison, WI 53713 • 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
Madison Partners Shelburne VT 06/2026 Present
Community Financial Services Group, Llc Middlebury VT 06/2014 12/2025
Cetera Advisor Networks Llc El Segundo CA 07/2014 09/2020
Lpl Financial, Llc Middlebury VT 09/2020 12/2025
Fisher Investments Plano TX 12/2025 05/2026
  • 06/2026 → Present
    Madison Partners
    Shelburne, VT
  • 06/2014 → 12/2025
    Community Financial Services Group, Llc
    Middlebury, VT
  • 07/2014 → 09/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2020 → 12/2025
    Lpl Financial, Llc
    Middlebury, VT
  • 12/2025 → 05/2026
    Fisher Investments
    Plano, TX
Previous Registrations
  • 2025-12-11 → 2026-05-18
    Fisher Investments
    Shelburne, VT
    Plano, TX
  • 2020-09-18 → 2025-12-17
    Lpl Financial Llc
    Fort Mill, SC
    Middlebury, VT
    Middlebury, VT
    Middlebury, VT
    Hinesburg, VT
    Bristol, VT
    Vergennes, VT
    Brandon, VT
    Burlington, VT
  • 2016-02-02 → 2020-09-18
    Cetera Wealth Services, Llc
    Middlebury, VT
    Worcester, MA
    Middlebury, VT
    Brandon, VT
    Bristol, VT
    Hinesburg, VT
    Middlebury, VT
    Vergennes, VT
    South Burlington, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-11
S63 Uniform Securities Agent State Law Examination 2008-12-19
  • S65 Uniform Investment Adviser Law Examination
    2016-01-11
  • S63 Uniform Securities Agent State Law Examination
    2008-12-19
Designations
Other Names
  • Paul J Valente

View on SEC IAPD

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