Madison Lee Donovan

Current Employers

Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-04-10

CA RA
APPROVED

Since 2023-04-10

Branch Locations

1901 S. Bascom Ave. Ste. 1500, Campbell, CA 95008 • United States

1901 S. Bascom Avenue Suite 1500, Campbell, CA 95008 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Jumping Tree	Oakland	CA	08/2016	12/2016
N/A	Deerfield	IL	12/2016	12/2018
The Gardner School	Lincolnshire	IL	12/2018	05/2019
N/A	Syracuse	UT	05/2019	07/2019
Stagg Fiduciary Services, Llc.	Salt Lake City	UT	07/2019	05/2022
Marine Coast Financial	Campbell	CA	05/2022	07/2022
Mutual Advisors, Llc Dba Context Wealth	San Jose	CA	07/2022	Present
Flower Flour	Campbell	CA	10/2022	Present
Elite Tutoring	San Jose	CA	01/2023	Present

08/2016 → 12/2016

The Jumping Tree

Oakland, CA
12/2016 → 12/2018

N/A

Deerfield, IL
12/2018 → 05/2019

The Gardner School

Lincolnshire, IL
05/2019 → 07/2019

N/A

Syracuse, UT
07/2019 → 05/2022

Stagg Fiduciary Services, Llc.

Salt Lake City, UT
05/2022 → 07/2022

Marine Coast Financial

Campbell, CA
07/2022 → Present

Mutual Advisors, Llc Dba Context Wealth

San Jose, CA
10/2022 → Present

Flower Flour

Campbell, CA
01/2023 → Present

Elite Tutoring

San Jose, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-04-07

S65 Uniform Investment Adviser Law Examination

2023-04-07

View on SEC IAPD

Current Employers

Mutual Advisors, Llc

Disclosures

Employment History

Exams

Other Firms

Other Investors

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