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Inactive

Caleb James Jelcick

Mcadam LLC

Pheonix, AZ

Radnor, PA

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Current Employers
Mcadam Llc

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-04-04
TX RA APPROVED 2023-03-27
  • AZ RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2023-03-27

Branch Locations

Pheonix, AZ • United States

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Valley Athletic Club Tumwater WA 01/2015 08/2018
Tumwater High School Tumwater WA 09/2013 06/2017
Washington State University Pullman WA 08/2017 05/2021
Ups Olympia WA 12/2018 01/2019
Mcadam Llc Pheonix AZ 06/2021 Present
Shur-Kleen Cash Wash Olympia WA 05/2019 06/2019
Columbia Hospitality Snoqualmie WA 06/2019 08/2019
Joyrun Pullman WA 01/2019 05/2019
Starbucks Lacey WA 03/2020 09/2021
  • 01/2015 → 08/2018
    The Valley Athletic Club
    Tumwater, WA
  • 09/2013 → 06/2017
    Tumwater High School
    Tumwater, WA
  • 08/2017 → 05/2021
    Washington State University
    Pullman, WA
  • 12/2018 → 01/2019
    Ups
    Olympia, WA
  • 06/2021 → Present
    Pheonix, AZ
  • 05/2019 → 06/2019
    Shur-Kleen Cash Wash
    Olympia, WA
  • 06/2019 → 08/2019
    Columbia Hospitality
    Snoqualmie, WA
  • 01/2019 → 05/2019
    Joyrun
    Pullman, WA
  • 03/2020 → 09/2021
    Starbucks
    Lacey, WA
Other Businesses

1)MCADAM LLC, RIA, INVESTMENT RELATED. 06/2021-PRESENT. 3939 E POTTER DR PHEONIX, AZ 85050. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 06/2021-PRESENT. 3939 E POTTER DR PHEONIX, AZ 85050. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-10
  • S65 Uniform Investment Adviser Law Examination
    2021-09-10

View on SEC IAPD

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