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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 | 2014-10-03 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
2301 Cherry Street Suite C1, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | Present |
| Mcadam Llc Dba Cornerstone Capital Planning Group | Philadelphia | PA | 10/2014 | Present |
| Mcadam, Llc Dba Retireus | Philadelphia | PA | 02/2022 | Present |
1.MCADAM LLC dba Cornerstone Capital Planning Group, RIA, INVESTMENT RELATED. 10/2014-PRESENT. 2301 Cherry St C1, PHILADELPHIA, PA 19103. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)McAdam Institutional Brokerage, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 10/2014-PRESENT. 2301 Cherry St C1, PHILADELPHIA, PA 19103. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 3)MRB CAPITAL MANAGEMENT; NOT INVESTMENT RELATED; 3 CAMERON COURT DENVER PA 17517; LLC;PRESIDENT; 07/2017; 4 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS; OPENED LLC FOR TAX PURPOSES AND TO SEPARATE BUSINESS ACTIVITY AND EXPENSES FROM PERSON. 4)Cornerstone Capital Holdings LLC. Investment Related. 2301 Cherry St C1. Co-Owner. Start 2/2020. 40 hours per month, all during Trading Hours. Financial Planning and Wealth Management. Also known as Cornerstone Capital Planning Group. 5)Cornerstone Capital Real Estate. Not Investment Related. 2301 Cherry Street, Units 1-3, Philadelphia PA. Real Estate. President. Start 03/2020. 1 hour per month during trading. Collect monthly rent for office space and parking space. 6)McAdam LLC d/b/a RetireUS; Investment Related; 2301 Cherry St. Suite C1 Philadelphia PA; RIA; President; 2/22/22; 30 hours/mo; 30 hrs during trading; Overseeing marketing, growth and operations of the organization. Investment Advisory Business is supervised by McAdam RIA. 7) 1. RetireUS Inc 2. Not investment related 3. 2301 Cherry St. Suite C1 , Philadelphia , PA 19103 4. Technology platform for financial wellness 5. President 6. 7/03/2023 7. 40 hrs/mo 8. 20 hrs during trading 9. I am responsible for delivering and executing the company's vision and strategies pertaining to RetireUS tech platform and our wellness programs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-08 |
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