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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 | 2021-04-07 |
| VA | RA | APPROVED | 2014-10-03 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
1750 Tysons Blvd Suite 1500, Mclean, VA 22102 • 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 | 06/2020 |
| Mcadam Llc | Mclean | VA | 10/2014 | Present |
| Financial Planning Association - National Capital Area | Reston | VA | 11/2023 | Present |
1)MCADAM, LLC. INVESTMENT RELATED. 1750 Tysons Blvd, Suite 1500, Mclean VA 22102. RIA. INVESTMENT ADVISOR REPRESENTATIVE. 10/2014. 160 HRS/ MO. INVESTMENT RELATED ACTIVITIES. 2)McAdam Institutional Brokerage. NOT INVESTMENT RELATED. 1750 Tysons Blvd, Suite 1500, Mclean VA 22102. FIXED INSURANCE. INSURANCE AGENT. 10/2014. 10 HRS/MO. FIXED INSURANCE SALES. 3) Caudle Meares, LLC. Investment Related. 1750 Tysons Blvd, Suite 1500, McLean VA 22102. Co-Owner. 10/2017-Present. 40 hours month, all during Trading Hours. Financial Planning and Wealth Management. 4) Financial Planning Association - National Capital Area. Investment Related. 1478 Greenmont Court Reston, VA 20190. Director. 11/2023-Present. 5 hours/month. 0 hours/month during trading. Director.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-22 |
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