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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 | 2015-09-18 |
Branch Locations
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 | 07/2015 | 05/2017 |
| Mcadam Llc | Philadelphia | PA | 06/2015 | Present |
| Mcadam Llc | Philadelphia | PA | 02/2020 | Present |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 06/2015-PRESENT. 1880 JOHN F KENNEDY BLVD, SUITE 1600, PHILADELPHIA PA 19103 INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 06/2015-PRESENT. 1880 JOHN F KENNEDY BLVD, SUITE 1600, PHILADELPHIA PA 19103 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 3)MCADAM LLC, RIA, INVESTMENT RELATED. 02/2020-PRESENT. 1880 JOHN F KENNEDY BLVD, SUITE 1600, PHILADELPHIA PA 19103 PARAPLANNER. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: PREPARE FOR CLIENT MEETINGS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-01 |
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