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Current Employers
Madison Investment Advisors, Llc

550 Science Drive, Madison, WI 53711 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-30
  • OH RA
    APPROVED
    Since 2025-04-30

Branch Locations

550 Science Drive, Madison, WI 53711 • United States

Columbus, OH • 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
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
  • 03/2014 → 12/2016
    Miller Howard Investments
    Columbus, OH
  • 12/2015 → 12/2016
    Foreside Fund Services, Llc
    Columbus, OH
  • 01/2017 → 12/2017
    Pzena Investment Management, Llc
    Columbus, OH
  • 01/2017 → 12/2017
    Pzena Financial Services, Llc
    Columbus, OH
  • 04/2019 → 11/2021
    Chicago, IL
  • 01/2020 → 11/2021
    Foreside Financial Services, Llc
    Columbus, OH
  • 03/2023 → 06/2023
    Quasar Distributors, Llc
    Columbus, OH
  • 06/2023 → 09/2024
    Core Financial Llc
    Columbus, OH
  • 06/2023 → 09/2024
    Core Capital Partners Llc
    Columbus, OH
  • 04/2025 → Present
    Madison Investments
    Madison, WI
  • 10/2024 → 01/2025
    Ent Llc
    Columbus, OH
  • 11/2024 → 11/2024
    Ups
    Columbus, OH
  • 11/2024 → 03/2025
    Education Service Center Of Central Ohio
    Columbus, OH
  • 12/2021 → 06/2023
    Optima Asset Management Llc
    Columbus, OH
  • 12/2017 → 03/2019
    Jpm Investment Management
    Columbus, OH
  • 12/2017 → 03/2019
    Jpm Institutional Investments Inc
    Columbus, OH
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-29
S66 Uniform Combined State Law Examination 2007-06-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-29
  • S66 Uniform Combined State Law Examination
    2007-06-23
Other Names
  • Thomas L Williamson
  • Levi Williamson

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