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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_RES | 2021-10-06 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
St Augustine, FL • 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 | 03/2015 | 09/2016 |
| Mcadam, Llc | Philadelphia | PA | 09/2008 | 09/2016 |
| Td Ameritrade, Inc. | Radnor | PA | 09/2016 | 03/2018 |
| Tiaa | Tampa | FL | 03/2018 | 11/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2021 | 03/2021 |
| Mcadam, Llc | St Augustine | FL | 02/2021 | Present |
1) McAdam LLC. Investment Related. 1312 Price Rd St Augustine, FL 32086 RIA, IAR. Start 2/2021. 160hrs/mo, all during trading hours. Investment related activities. 2) McAdam Institutional Brokerage. Non-Investment Related. 1312 Price Rd St Augustine, FL 32086. Fixed insurance sales. Insurance Agent. Start 2/2021. 10hrs/mo, all during trading hours. Fixed Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
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