Kiran Sweigart

Current Employers

Employment History

• 10/2014 → Present
  Mcadam Llc
  Philadelphia, PA
• 10/2014 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2023 → Present
  Sweigart Financial
  Horsham, PA
• 01/2025 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2011-07-07 → 2014-10-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Other Businesses

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: 10/2014. 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: 10/2014; Hours Per Week: As Needed 3. Name: SK & Associates; Investment Related: No; Address: 3811 Lauriston Street, Philadelphia, PA 19128; Nature of Business: Residential Real Estate; Duties: Evaluate, purchase, and manage investment properties for personal portfolio; Start Date: 11/2019; Hours Per Week: 5 Hours Per Week 4. Name: Berkshire Hathaway HomeServices Fox & Roach Realtors; Investment Related: No; Address: 904 Moore Drive, Spring House, PA 19477; Nature of Business: Residential real estate sales; Duties: Represent myself in real estate purchases/sales; Start Date: 01/01/2021; Hours Per Week: 1 Hour Per Week. 5. Name: Sweigart Financial LLC.; Investment Related: No; Address: 502 Barrington St. Horsham, PA 19044. Nature of Business: This will be the LLC that collects my financial planning practice revenue; Duties: Owner / Operator; Start Date: 1/1/2023. Hours Per Week: 40 Hours

Exams

• S66 Uniform Combined State Law Examination
  2011-07-05
• S63 Uniform Securities Agent State Law Examination
  2010-10-18

Designations

Other Names

• Kiran Mirza Beg
• Kiran Mirza-Beg Sweigart