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4295 San Felipe Suite 300, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-15 |
Branch Locations
4295 San Felipe Suite 300, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student Agencies | Ithaca | NY | 08/2021 | 05/2022 |
| Luna's Street Food | Ithaca | NY | 12/2021 | 05/2022 |
| Cornell University | Ithaca | NY | 08/2018 | 12/2021 |
| Mcadam Llc | Dallas | TX | 07/2022 | 02/2024 |
| Kriya Revgen | Grapevine | TX | 06/2021 | 08/2021 |
| Camp Longhorn | Burnet | TX | 07/2017 | 07/2019 |
| Taverna Banfi | Ithaca | NY | 08/2018 | 05/2019 |
| Cornell University | Ithaca | NY | 08/2019 | 12/2020 |
| Allen Austin | Houston | TX | 06/2020 | 12/2020 |
| Memorial High School | Houston | TX | 08/2017 | 05/2018 |
| Kinkaid | Houston | TX | 08/2012 | 05/2017 |
| Symphony Financial, Ltd. Co. | Houston | TX | 02/2024 | Present |
a.MCADAM LLC, RIA, INVESTMENT RELATED. 07/2022-PRESENT. 4525 COLE AVE APT 1515 DALLAS TX 75205. 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. 07/2022-PRESENT. 4525 COLE AVE APT 1515 DALLAS TX 75205. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. c. Acropolis Capital Partners- Investment Related- 4295 San Felipe St, Suite 300, Houston, TX 77027- DBA for IRA business- IAR Private Wealth Advisor- Started on 2/15/2024- 40 Hours a Week- IAR Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-26 |
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