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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-10 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
1430 Walnut Street Suite 200, Philadelphia, PA 19102 • 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 | 01/2025 |
| Mcadam Llc | Philadelphia | PA | 10/2014 | Present |
| Madison Avenue Securities | San Diego | CA | 01/2025 | Present |
1. Name: McAdam LLC. Investment Related: Yes; Address: 123 S Broad Street Suite 1500, Philadelphia, PA 19109; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 10/2014; 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 10/2014; Hours Per Week: As Needed 3. Name: Doolan Financial; Investment Related: Yes; Address: 1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103; Nature of the Business: LLC created to market and advertise as my own company; Duties: Owner; Start Date: 05/2017; Hours Per Week: 10 Hours. 4) Name: Blue Frog Properties; Investment Related: No; Address: Winter Garden, FL 34777; Nature of the Business: Managing a single rental property inside the LLC; Duties: Owner - collect rent and do accounting necessary for tax returns; Start Date: 01/2005; Hours Per Week: 1 Hour.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-11 |
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