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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 |
1)REBECCA Meares,YES,1750 Tysons Blvd, Suite 1500, Mclean VA 22102,FIXED INSURANCE,INDEPENDENT INSURANCE AGENT,09/21/2012,160,160,SALES OF FIXED INSURANCE. 2)MCADAM, LLC. Investment Related. 1750 Tysons Blvd, Suite 1500, Mclean VA 22102. FINANCIAL SERVICES/DBA,ASSOCIATE,09/21/2012,160,160,SALE OF FIXED INSURANCE, SECURITIES, AND INVESTMENT PRODUCTS. 3)McAdam Institutional Brokerage,YES,1750 Tysons Blvd, Suite 1500, Mclean VA 22102,FIXED INSURANCE,ASSOCIATE,09/21/2012,5,5,SALE OF FIXED INSURANCE AND SECURITIES PRODUCTS. 4) Caudle Meares, LLC. Investment Related. 1750 Tysons Blvd, Suite 1500, Mclean VA 22102. Co-Owner. Start 10/2017. 40 hours per month, all during Trading Hours. Financial Planning and Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-29 |
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