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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-10-20 |
Branch Locations
303 Wyman St Suite 300, Waltham, MA 02451 • United States
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, Inc. | Albany | NY | 10/2014 | 09/2017 |
| Mcadam Llc | Waltham | MA | 10/2014 | Present |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 10/2014-PRESENT. 303 WYMAN ST SUITE 300 WALTHAM, MA 02451. 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. 10/2014-PRESENT. 303 WYMAN ST SUITE 300 WALTHAM, MA 02451. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 3)BIRCH FINANCIAL PARTNERS, INVESTMENT RELATED. 07/2021. FINANCIAL PLANNING AND INVESTMENT ADVISORY. 07/2021-PRESENT. 160HRS/MONTH. 160HRS/MONTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-20 |
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