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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 | 2021-07-07 |
| TX | RA | APPROVED | 2015-08-10 |
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 |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | New York | NY | 06/2004 | 08/2021 |
| Madison Planning Group | White Plains | NY | 01/2006 | Present |
| Madison Advisory Services, Inc. | White Plains | NY | 01/2006 | Present |
| Lion Street Financial | White Plains | NY | 08/2021 | 07/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2025 | Present |
1. MADISON ADVISORY SERVICES, 10 New King Street, Suite 104, White Plains, NY 10604, 02/2006, Investment Advisor Representative, RIA Affiliation - other than CIRA, NIR, 30 HR/MO - 30 HR/MO TRADING 2. MADISON PLANNING GROUP/ROCHELLE ODESSER, 10 New King Street, Suite 104, White Plains, NY 10604, 02/2006, Agent, DBA Name, NIR, 10 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-01 |
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