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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 | 2024-01-23 |
| UT | RA | APPROVED | 2022-10-17 |
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 |
|---|---|---|---|---|
| University Of Utah | Salt Lake City | UT | 08/2017 | 05/2022 |
| Mcadam Llc | St George | UT | 06/2022 | Present |
| Walgreens | St George | UT | 08/2017 | 04/2018 |
| The French Spot | Cedar City | UT | 03/2017 | 08/2017 |
| Brian Head Ski Resort | Cedar City | UT | 11/2016 | 03/2017 |
| Unemployed | St George | UT | 05/2016 | 11/2016 |
a. MCADAM LLC, RIA, INVESTMENT RELATED. 06/2022-PRESENT. 351 SOUTH VALLEY VIEW DR ST GEORGE, UT 84770. 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. 06/2022-PRESENT. 351 SOUTH VALLEY VIEW DR ST GEORGE, UT 84770. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. i. Make sure to change the start date
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-29 |
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