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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-14 |
| VA | RA | APPROVED | 2014-10-03 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
8000 Towers Crescent Dr 13Th Floor, Vienna, VA 22182 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 01/2025 |
| Mcadam Llc | Vienna | VA | 10/2014 | Present |
| Madison Avenue Securities | San Diego | CA | 01/2025 | Present |
1. Name: McAdam LLC. Investment Related: Yes; Address: 8000 Towers Crescent Dr #1300, Vienna, VA 22182; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 10/2014; 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 10/2014; Hours Per Week: As Needed. 3. Name: N/A - ALL VOLUNTEER;CHARITY AUCTIONEER; Investment Related: No; Nature of the Business: Auctioned live auctions for several charities; Start Date: 01/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-21 |
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