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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-18 |
| PA | RA | APPROVED | 2014-10-09 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • 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 | Philadelphia | PA | 10/2014 | Present |
| Grand Lodge Of Pennsylvania Free & Accepted Masons | Philadelphia | PA | 01/2023 | Present |
1)JA BENTLEY, NO,1880 JOHN F KENNEDY BLVD, STE 1600, PHILADELPHIA, PA, 19103,FIXED INSURANCE,INDEPENDENT INSURANCE AGENT,08/12/2014,80,80,SELL OF FIXED INSURANCE PRODUCTS. 2)MCADAM LLC,YES,1880 JOHN F KENNEDY BLVD, STE 1600, PHILADELPHIA, PA, 19103, FINANCIAL SERVICES/DBA,ASSOCIATE,07/02/2014,160,160,SALE OF FIXED INSURANCE AND SECURITIES PRODUCTS. 3) GRAND LODGE OF PENNSYLVANIA FREE & ACCEPTED MASONS, NOT INVESTMENT RELATED, 1 NORTH BROAD ST PHILADELPHIA, PA 19107. FRATERNAL ORGANIZATION. PRESIDING OFFICER. 01/2023-PRESENT. 2 HRS/MONTH. O HRS/MONTH DURING TRADING. TRUSTEE, PRESIDING OFFICE, & AUDIT COMMITTEE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-25 |
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