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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-05-13 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
8000 Towers Crescent Dr 13Th Floor, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2015 | Present |
| Mcadam Llc | Vienna | VA | 10/2014 | Present |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 10/2014-PRESENT.8000 TOWERS CRESCENT DR 13TH FLOOR VIENNA, VA 22182-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. 8000 TOWERS CRESCENT DR 13TH FLOOR VIENNA, VA 22182. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 3) Zeva, Inc. Not Investment Related. 3008 Westhurst Lane, Oakton VA 22124. Technology Consulting. Consultant. Start 01/2020. 20 hours per month not during trading. Profice administration assistant and advice to Zeva management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-30 |
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