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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-17 |
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 |
|---|---|---|---|---|
| Stash Wealth | Brooklyn | NY | 05/2016 | Present |
| Mcadam Llc | Charlotte | NC | 01/2023 | Present |
| Mbvm, Llc Dba Mbvm Philadelphia | Miami | FL | 01/2023 | Present |
a. MCADAM LLC, RIA, INVESTMENT RELATED. 01/2023-PRESENT. 905 KENILWORTH AVE APT 546 CHARLOTTE, NC 28202. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. b. MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 01/2023-PRESENT. 905 KENILWORTH AVE APT 546 CHARLOTTE, NC 28202. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. c. STASH WEALTH, RIA, INVESTMENT RELATED. 05/2016-PRESENT. 1230 W MOREHEAD ST SUITE 106 CHARLOTTE, NC 28208. PARTNER. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-07 |
| S66 | Uniform Combined State Law Examination | 2005-01-26 |
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