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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 | 2016-09-21 |
Branch Locations
101 Federal St Suite 1900, Boston, MA 02110 • 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 | Albany | NY | 06/2016 | 11/2018 |
| Mcadam Llc | Boston | MA | 06/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2020 | 01/2021 |
| The Zisko Tax Group | Pembroke | MA | 02/2023 | Present |
1) MCADAM LLC. INVESTMENT RELATED. 101 FEDERAL ST SUITE 1900 BOSTON, MA 02110. NATURE OF BUSINESS: RIA. POSITION: INVESTMENT ADVISOR REPRESENTATIVE. START DATE 06/2016. HOURS PER MONTH: 160. HOURS PER MONTH DURING TRADING HOURS: 160. INVESTMENT RELATED ACTIVITIES. 2) MCADAM INSTITUTIONAL BROKERAGE. INVESTMENT RELATED BUSINESS. LOCATED AT 101 FEDERAL ST SUITE 1900 BOSTON, MA 02110. FIXED INSURANCE BUSINESS. TITLE IS AGENT. STARTED 06/2016. 10 HRS/MO DEVOTED - 10 DURING TRADING. DUTIES ARE TO GENERATE FIXED INSURANCE SALES. 3) THE ZISKO TAX GROUP. NOT INVESTMENT RELATED. LOCATED AT 811 WASHINGTON STREET #8 PEMBROKE, MA 02359. TAX PREPERATION. TAX PREPARER. 02/2023-PRESENT. 20HRS/MONTH. 20HRS/MONTH DURING TRADING. PREPARE CLIENT TAXES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-22 |
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