Madeline Claire Kleinman

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-04-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
High School For Health Careers And Sciences Nyc Dept Of Educatio	New York City	NY	09/2013	09/2016
Pro Unlimited Inc., Dba Houghton Miffin Harcourt	Boston	MA	07/2016	02/2017
Charles Schwab & Co., Inc.	Lone Tree	CO	02/2017	01/2023
Charles Schwab Bank	Lone Tree	CO	04/2018	01/2023
Private Capital Management	Denver	CO	02/2024	04/2025
Junior Achievement- Rocky Mountain	Greenwood Village	CO	01/2023	01/2024
Addition Wealth	New York	NY	01/2023	12/2023
Crusonia Wealth Advisors Llc	Denver	CO	04/2025	Present

09/2013 → 09/2016

High School For Health Careers And Sciences Nyc Dept Of Educatio

New York City, NY
07/2016 → 02/2017

Pro Unlimited Inc., Dba Houghton Miffin Harcourt

Boston, MA
02/2017 → 01/2023

Charles Schwab & Co., Inc.

Lone Tree, CO
04/2018 → 01/2023

Charles Schwab Bank

Lone Tree, CO
02/2024 → 04/2025

Private Capital Management

Denver, CO
01/2023 → 01/2024

Junior Achievement- Rocky Mountain

Greenwood Village, CO
01/2023 → 12/2023

Addition Wealth

New York, NY
04/2025 → Present

Crusonia Wealth Advisors Llc

Denver, CO

2024-02-13 → 2025-04-07

Southstate Private Capital Management Llc

Columbia, SC
2017-07-07 → 2023-02-10

Charles Schwab & Co., Inc.

Lone Tree, CO

Lone Tree, CO

Indianapolis, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-07