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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 | 2020-07-10 |
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 |
|---|---|---|---|---|
| Mcadam | Boston | MA | 05/2020 | Present |
| Five Guys Burgers And Fries | Natick | MA | 07/2015 | 08/2018 |
| Ithaca College | Ithaca | NY | 08/2016 | 05/2020 |
| Nick Romo State Farm Insurance And Financial Services | Ithaca | NY | 01/2019 | 10/2019 |
| Heritage Park Townhomes | Ithaca | NY | 11/2019 | 03/2020 |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 05/2020-PRESENT. 101 FEDERAL ST SUITE 1900 BOSTON, MA 02110. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 05/2020-PRESENT. 101 FEDERAL ST SUITE 1900 BOSTON, MA 02110. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-08 |
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