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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 | 2021-04-14 |
| PA | RA | APPROVED | 2014-10-06 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 12/2024 |
| Mcadam Llc | Philadelphia | PA | 10/2014 | Present |
| Madison Avenue Securities | San Diego | CA | 01/2025 | Present |
1. Name: McAdam LLC. Investment Related: Yes; Address: 123 S. Broad Street Suite 1500, Philadelphia, PA 19109. 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: FishTown1223, LLC; Investment Related: No; Address: 1233 N. Front Street, Philadelphia, PA 19122; Nature of the Business: Rental Property LLC; Duties: Pays the mortgage and collets rent; Start Date: 01/2019; Hours Devoted: 1 Hour Per Month. 4. Blueprint Wealth Advisors LLC; Investment Related: Yes; Address; 123 S. Broad Street Suite 1500, Philadelphia, PA 19109; Nature of the Business: Tax LLC that RIA and Insurance Commissions flow into; Duties: Tax LLC that RIA and Insurance Commissions flow into; Start Date: 01/2018; Hours Devoted: 10 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-14 |
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