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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-07 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Chargin Falls, OH • 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 | 11/2017 |
| Mcadam Llc | Chargin Falls | OH | 06/2016 | Present |
| The Lovich Agency | St Chagrin Falls | OH | 03/2021 | 11/2023 |
| Vending Machines | Chagrin Falls | OH | 12/2023 | Present |
1) MCADAM LLC, RIA, INVESTMENT RELATED. 06/2016-PRESENT. 8382 Chagrin Rd. Chagrin Falls, OH 44023. 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. 06/2016 PRESENT. 8382 Chagrin Rd. Chagrin Falls, OH 44023. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 3)Vending Machines-NOT INVESTMENT RELATED, Vending Machine Sales- 12/2023- Present. 8382 Chagrin Rd Chagrin Falls, OH 44023. 10 HRS/MONTH. 0 HRS/MONTH DURING TRADING. DUTIES: INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-30 |
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