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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-08-24 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
2301 Cherry St Suite C1, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Philadelphia | PA | 08/2018 | Present |
| Saint Josephs University | Philadelphia | PA | 08/2014 | 08/2018 |
| Mcadam Llc Dba Cornerstone Capital Planning Group | Philadelphia | PA | 08/2018 | Present |
| Mcadam, Llc Dba Retireus | Philadelphia | PA | 02/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | 12/2024 |
| Madison Avenue Securities | San Diego | CA | 01/2025 | Present |
1. Name: McAdam LLC. Investment Related: Yes; Address: 123 S Broad Street Suite 1500, Philadelphia, PA 19109; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 08/2018; 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: 08/2017; Hours Per Week: As Needed
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-13 |
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