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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-28 |
| TX | RA | APPROVED | 2023-02-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Master Crafts | Fremont | OH | 05/2018 | 05/2018 |
| Progressive Iron & Metal | Fremont | OH | 05/2018 | 08/2018 |
| Ohio University | Athens | OH | 08/2018 | 05/2022 |
| Monami Winery | Port Clinton | OH | 05/2019 | 08/2019 |
| Gideon Owen Wine Company | Port Clinton | OH | 05/2020 | 08/2021 |
| Croghan Colonial Bank | Port Clinton | OH | 05/2021 | 08/2021 |
| Mcadam Llc | Charlotte | NC | 05/2022 | Present |
| St Joseph Central Catholic High School | Fremont | OH | 08/2014 | 05/2018 |
a. MCADAM LLC, RIA, INVESTMENT RELATED. 05/2022-PRESENT. 3205 MORNING DR CHARLOTTE, NC 28208. 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. 3205 MORNING DR CHARLOTTE, NC 28208. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-08 |
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