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550 Science Drive, Madison, WI 53711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-30 |
Branch Locations
550 Science Drive, Madison, WI 53711 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Howard Investments | Columbus | OH | 03/2014 | 12/2016 |
| Foreside Fund Services, Llc | Columbus | OH | 12/2015 | 12/2016 |
| Pzena Investment Management, Llc | Columbus | OH | 01/2017 | 12/2017 |
| Pzena Financial Services, Llc | Columbus | OH | 01/2017 | 12/2017 |
| Bmo Asset Management Corp. | Chicago | IL | 04/2019 | 11/2021 |
| Foreside Financial Services, Llc | Columbus | OH | 01/2020 | 11/2021 |
| Quasar Distributors, Llc | Columbus | OH | 03/2023 | 06/2023 |
| Core Financial Llc | Columbus | OH | 06/2023 | 09/2024 |
| Core Capital Partners Llc | Columbus | OH | 06/2023 | 09/2024 |
| Madison Investments | Madison | WI | 04/2025 | Present |
| Ent Llc | Columbus | OH | 10/2024 | 01/2025 |
| Ups | Columbus | OH | 11/2024 | 11/2024 |
| Education Service Center Of Central Ohio | Columbus | OH | 11/2024 | 03/2025 |
| Optima Asset Management Llc | Columbus | OH | 12/2021 | 06/2023 |
| Jpm Investment Management | Columbus | OH | 12/2017 | 03/2019 |
| Jpm Institutional Investments Inc | Columbus | OH | 12/2017 | 03/2019 |
1) The registered representative is employed by member's parent firm, Madison Investment Holdings, Inc., 550 Science Drive, Madison, WI 53711 and provides services to its affiliated investment adviser firms, including Madison Investment Advisors, LLC and Madison Asset Management, LLC. See item 12 for information regarding start date and position held. Hours vary but will be during trading hours. 2) Oldstone Crossing HOA; non-investment related; housing association; Worthington, OH; president of HOA; oversee neighborhood HOA; 09/2022; 5 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-29 |
| S66 | Uniform Combined State Law Examination | 2007-06-23 |
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