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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-05-21 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
111 W Jackson Blvd, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam | Chicago | IL | 03/2019 | Present |
| Marquette University | Milwaukee | WI | 08/2014 | 12/2018 |
| Caffery's Pub | Milwaukee | WI | 10/2017 | 05/2018 |
| Starbucks | Milwaukee | WI | 11/2015 | 02/2017 |
| Mcadam Llc | Chicago | IL | 01/2021 | Present |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 05/2019-PRESENT. 111 W Jackson Blvd. Suite 1700 Chicago, IL 60604. 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. 03/2019-PRESENT. 111 W Jackson Blvd. Suite 1700 Chicago, IL 60604. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 1)MCADAM LLC, RIA, INVESTMENT RELATED. 01/2021-PRESENT. 111 W Jackson Blvd. Suite 1700 Chicago, IL 60604. PARAPLANNER. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: PREPARE FOR CLIENT MEETINGS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-13 |
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