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1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
| PA | RA | APPROVED | 2025-04-28 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-27 |
| MO | RA | APPROVED | 2025-01-08 |
Branch Locations
Pittsburgh, PA • United States
706 N Main St, Ofallon, MO 63366 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truewealth | Atlanta | GA | 01/2015 | 10/2017 |
| Cahaba Wealth Management, Inc. | Atlanta | GA | 11/2017 | 10/2020 |
| Facet | Baltimore | MD | 08/2020 | 08/2024 |
| Core Planning D/B/A Arden Financial Llc | Pittsburgh | PA | 01/2025 | Present |
| Unemployed | Pittsburgh | PA | 08/2024 | 01/2025 |
| Newretirement Advisors Llc D/B/A Boldin Advisors | Pittsburgh | PA | 04/2025 | Present |
| Uprise | San Francisco | CA | 03/2025 | 01/2026 |
Madeline McIvor is dually registered with NewRetirement Advisors LLC ("NewRetirement") and Core Planning ("Core Planning"). Mrs. McIvor has served as an investment advisor representative for NewRetirement and as an investment advisor representative of Core Planning since 04/2025. Business is conducted from Pittsburgh, Pennsylvania, 15243. Approximately 40% of Mrs. McIvor's time is for services as an investment advisor representative with Core Planning and approximately 30% of her time is for services as an investment advisor representative with NewRetirement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-28 |
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