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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 | 2014-12-10 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
111 W Jackson Blvd Suite 1700, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 12/2014 | Present |
| Mcadam Llc | Chicago | IL | 12/2014 | Present |
| Northwestern University | Chicago | IL | 05/2022 | Present |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 10/2014-PRESENT. 111 W JACKSON BLVD SUITE 1700, CHICAGO, IL 60604. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM LLC, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 10/2014-PRESENT. 111 W JACKSON BLVD SUITE 1700, CHICAGO, IL 60604. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 3) NORTHWESTERN UNIVERSITY, 05/2022 - PRESENT NOT INVESTMENT RELATED, ADJUNCT INSTRUCTOR, 339 E CHICAGO AVE 6TH FLOOR CHICAGO IL 60611. 12 HRS/MONTH. 0 HRS/MONTH DURING TRADING. DUTIES: TEACHING CFP CLASS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-30 |
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