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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 | 2024-01-26 |
| WI | RA | APPROVED | 2022-08-16 |
Branch Locations
Oconomowoc, WI • United States
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 |
|---|---|---|---|---|
| Mcadam Llc | Oconomowoc | WI | 05/2022 | Present |
| Madison Area Technical College | Madison | WI | 09/2019 | 01/2020 |
| University Of Wisconsin | Madison | WI | 01/2020 | 05/2022 |
| Grand Rapids High School | Grand Rapids | MN | 08/2015 | 05/2018 |
| Mike Ives Realty | Grand Rapids | MN | 06/2020 | 08/2021 |
| Grand Rapids State Bank | Grand Rapids | MN | 06/2017 | 08/2019 |
| Focal Point Training | Madison | WI | 09/2019 | 01/2020 |
| Wisconsin Union | Madison | WI | 02/2019 | 05/2019 |
a.MCADAM LLC, RIA, INVESTMENT RELATED. 05/2022-PRESENT. 961 ELDERBERRY RD OCONOMOWOC WI 53066. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. b.MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 05/2022-PRESENT. 961 ELDERBERRY RD OCONOMOWOC WI 53066. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-04 |
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