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San Jose, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-12 |
Branch Locations
San Jose, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-14 |
| CA | RA | APPROVED | 2018-04-09 |
Branch Locations
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Betterman Digital Wealth, Inc. Fka Madison Family Advisors, Inc. | Santa Clara | CA | 10/2011 | Present |
| Cura Collective Legacy | San Jose | CA | 10/2025 | Present |
the name of the other business: Insurance Sales; whether the business is investment-related: No; the address of the other business: same as adviser; the nature of the other business: life and health insurance sales; your position: licensed agent; title, or relationship with the other business: licensed insurance agent; the start date of your relationship: Sep. 2023; the approximate number of hours/month you devote to the other business: varies; the number of hours you devote to the other business during securities trading hours: varies; and briefly describe your duties relating to the other business: life and health insurance sales; John Betterman is a licensed insurance agent. However, neither CCL nor John Betterman will offer insurance products to any clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-24 |
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