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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 | 2025-02-24 |
| TX | RA | APPROVED | 2022-02-01 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
101 Federal St Suite 1900, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Boston | MA | 05/2021 | Present |
| Baylor University | Waco | TX | 08/2017 | 05/2021 |
| Baypine | Boston | MA | 06/2020 | 06/2021 |
| Ymca Of Greater Boston | Reading | MA | 06/2018 | 08/2018 |
| Hillview Country Club | Reading | MA | 04/2017 | 07/2017 |
| North Reading Middle/High School | North Reading | MA | 10/2010 | 06/2017 |
a. MCADAM LLC, RIA, INVESTMENT RELATED. 05/2021-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. b. MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 05/2021-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 | 2021-05-22 |
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