Best Investors
Account
Sign in
Best Investors
Account
Sign in
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-20 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Hunt Valley, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc Dba Retireus | Hunt Valley | MD | 10/2021 | Present |
| Mcadam Llc Dba Cornerstone Capital Planning Group | Hunt Valley | MD | 10/2021 | Present |
| New York Life | Philadelphia | PA | 06/2019 | 10/2021 |
| Saint Joseph's University | Philadelphia | PA | 08/2015 | 06/2019 |
1.MCADAM LLC, RIA, INVESTMENT RELATED. 10/2021 - PRESENT. 2301 CHERRY ST SUITE C1 PHILADELPHIA, PA 19103. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: INVESTMENT RELATEDACTIVITIES. 2)McAdam Institutional Brokerage, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 10/2021 - PRESENT. 2301 CHERRY ST SUITE C1 PHILADELPHIA, PA 19103. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXEDINSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
Reach out to this advisor