Benjamin Jackson Poe

Current Employers

Mcadam Llc

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-06

TX RA
APPROVED

Since 2023-01-06

Branch Locations

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mcadam Llc	Dallas	TX	06/2021	Present
Miami University	Oxford	OH	08/2016	05/2021
Walt Disney World	Orlando	FL	06/2018	01/2019
Dauby O'COnnor & Zaleski Llc	Carmel	IN	12/2019	03/2020

06/2021 → Present

Mcadam Llc

Dallas, TX
08/2016 → 05/2021

Miami University

Oxford, OH
06/2018 → 01/2019

Walt Disney World

Orlando, FL
12/2019 → 03/2020

Dauby O'COnnor & Zaleski Llc

Carmel, IN

Other Businesses

1)MCADAM LLC, RIA, INVESTMENT RELATED. 06/2021-PRESENT. 7625 WELLCREST DR DALLAS, TX 75230. 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. 7625 WELLCREST DR DALLAS, TX 75230. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-06

S65 Uniform Investment Adviser Law Examination

2021-08-06

View on SEC IAPD

Current Employers

Mcadam Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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