835 Main Street, Building 200, Buda, TX, 78610
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Chad is a treasurer/partner in a non-medical adult homecare business, though he has no day-to-day activities. He is also a registered representative with Madison Avenue Securities LLC, dedicating full-time hours to the sale of securities and investment products, and an investment advisor representative with Transce3nd, spending about 10-20% of his time there. Chad is also a referral partner for Advisors Excel Medicare Program and a member of LMFB, a private investment group.