Ian David Helmus

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_RES	2022-02-04

TX RA
APPROVED_RES

Since 2022-02-04

Branch Locations

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

Miami, FL • 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	Miami	FL	08/2018	Present
Trinity College	Hartford	CT	09/2014	06/2018
Bradley Foster And Sargent	Hartford	CT	01/2018	05/2018
Weiss Analytics	Natick	MA	05/2017	08/2017

08/2018 → Present

Mcadam

Miami, FL
09/2014 → 06/2018

Trinity College

Hartford, CT
01/2018 → 05/2018

Bradley Foster And Sargent

Hartford, CT
05/2017 → 08/2017

Weiss Analytics

Natick, MA

Other Businesses

1)MCADAM LLC, RIA, INVESTMENT RELATED. 11/2018-PRESENT. 245 NE 14TH ST APT 2102 MIAMI, FL 33132. 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. 08/2018-PRESENT. 245 NE 14TH ST APT 2102 MIAMI, FL 33132. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-11-28

S65 Uniform Investment Adviser Law Examination

2018-11-28

View on SEC IAPD

Current Employers

Mcadam Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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