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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
| FL | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2025-02-13 |
| AK | RA | APPROVED | 2024-10-11 |
| CA | RA | APPROVED | 2024-10-11 |
| HI | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NJ | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| OR | RA | APPROVED | 2024-10-11 |
| RI | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Wealth Managers | Clifton Park | NY | 01/2014 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 04/2015 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. THE NAME OF THE COMPANY IS PLANNING FOR PROSPERITY, LLC AND IT IS NOT AN INVESTMENT BUSINESS. THE ADDRESS IS 646 PLANK ROAD, SUITE 210, CLIFTON PARK, NY 12065. THE NATURE OF THE BUSINESS IS EDUCATIONAL. I AM A MEMBER OF THE LLC AND STARTED WORKING WITH THE BUSINESS WHEN IT WAS CREATED ON JULY 29TH 2014. I MANAGE THE IT RESPONSIBILITIES FOR THE BUSINESS - I WORK ROUGHLY 10 HOURS PER MONTH ON THESE DUTIES. THESE HOURS ARE AT NIGHT AND ON THE WEEKEND SO THEY DO NOT FALL DURING SECURITIES TRADING HOURS. 2. MADISON WEALTH MANAGERS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2016 ADDRESS: 659 Plank Road, Clifton Park NY 12065, United States DESCRIPTION: Fixed Insurance - Life, Accident and Health License 3. JAMES DALEY - PROPERTY & CASUALTY INSURANCE, NOT INVESTMENT RELATED, START DATE = 3/2021, OWNER 100%, 20 HRS./MO., 0 HRS./MO./MKT./HRS. 4. MADISON INSURANCE AGENCY POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2021 ADDRESS: 659 Plank Road, Clifton Park NY 12065, United States DESCRIPTION: Provide Property & Casualty Insurance - Single Member LLC 5. MADISON WEALTH MANAGERS OF CLIFTON PARK, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/06/2025 ADDRESS: 659 Plank Road, Clifton Park NY 12309, United States DESCRIPTION: Madison Wealth Managers of Clifton Park, LLC is the company that owns/manages the Madison Wealth Managers branches of Osaic. 6. DALEY LEDGERS, LLC POSITION: Member NATURE: LLC - S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: 659 Plank Road, Clifton Park NY 12065, United States DESCRIPTION: I'm the secretary for the LLC -- currently the LLC is only setup to handle the future purchase of a CPA firm. There is no current ongoing activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
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