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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-11 |
| TX | RA | APPROVED | 2022-02-04 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Charlotte | NC | 06/2021 | Present |
| South Mecklenburg High School | Charlotte | NC | 08/2013 | 06/2017 |
| Unc Chapel Hill | Chapel Hill | NC | 08/2017 | 05/2021 |
| Covenant Capital Llc, | Charlotte | NC | 05/2018 | 08/2018 |
| Leedon Park Capital | Charlotte | NC | 05/2019 | 08/2019 |
| Fmi Capital Advisors | Raleigh | NC | 02/2020 | 03/2020 |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 06/2021-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. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 06/2021-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 | 2021-07-06 |
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