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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-03 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Tampa | FL | 06/2009 | 10/2020 |
| Charles Schwab Bank | Tampa | FL | 05/2009 | 10/2020 |
| Fisher Investments | Camas | WA | 12/2020 | 04/2023 |
| Walser Wealth Management Company, A Limited Liability Company | Tampa | FL | 05/2023 | 10/2025 |
| Fisher Investments | Camas | WA | 03/2021 | 04/2023 |
| Mcadam Llc | Tampa | FL | 10/2025 | Present |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 10/2025-PRESENT. 603 DRUM CT TAMPA, FL 33613. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 10/2025-PRESENT. 603 DRUM CT TAMPA, FL 33613. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-30 |
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