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440 N Wells St Suite 530, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2016 | 11/2017 |
| Mcadam Llc | Chicago | IL | 06/2016 | 06/2023 |
| Embree Financial Group | Chicago | IL | 06/2023 | Present |
1. McAdam, LLC. RIA. Investment Related, Address: 141 W Jackson Blvd, Suite 1950, Chicago, IL 60604. Wealth Management, Position: Independent Contractor, Start Date: 02/2018, 60 hours devoted a month, 160 hours devoted during securities trading hours, Duties: Provide financial services to new and existing clients. 2. McAdam Institutional Brokerage-Investment Related, Address: 141 W Jackson Blvd, Suite 1950, Chicago, IL 60604. Fixed Life Insurance & Fixed Annuity Sales, Position: Independent Contractor, Start Date: 6/2016, 10 hours devoted a month, 10 hours devoted during securities trading hours, Duties: Provide life insurance and fixed annuity products and strategies to new and existing clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-19 |
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