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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-20 |
Branch Locations
8000 Towers Crescent Dr Suite 1300, Vienna, VA 22182 • 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 |
|---|---|---|---|---|
| Philz Coffee | Bethesda | MD | 06/2018 | 10/2020 |
| Starbucks Coffee | Washington | DC | 04/2015 | 03/2018 |
| Unemployed | Unemployed | MD | 10/2020 | 07/2021 |
| Valic Financial Advisors, Inc. | Linthicum | MD | 07/2021 | 09/2023 |
| Agia | Houston | TX | 12/2022 | 09/2023 |
| Mcadam Llc | Vienna | VA | 08/2023 | Present |
| Pks Investments | Albany | NY | 09/2023 | 12/2024 |
| Madison Avenue Securities | San Diego | CA | 01/2025 | Present |
1. Name: McAdam LLC. Investment Related: Yes; Address: 8000 Towers Crescent Dr., Suite 1300, Vienna VA, 22182. Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 8/2023. 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 9/2023; Hours Per Week: As Needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-01 |
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