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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-16 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
2301 Cherry St Suite C1, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc Dba Retireus | Philadelphia | PA | 02/2023 | Present |
| Mcadam Llc Dba Cornerstone Capital Planning | Philadelphia | PA | 02/2023 | Present |
| Temple University | Philadelphia | PA | 08/2018 | 06/2021 |
| Williamsport Area High School | Williamsport | PA | 08/2014 | 06/2017 |
| Mcadam Llc Dba Retireus | Philadelphia | PA | 01/2021 | 02/2023 |
| Mcadam Llc Dba Cornerstone Capital Planning | Philadelphia | PA | 01/2021 | 02/2023 |
| Roche Financial | Williamsport | PA | 06/2019 | 08/2019 |
| Francos Lounge | Williamsport | PA | 06/2017 | 08/2017 |
| La Salle University | Philadelphia | PA | 08/2017 | 05/2018 |
1.MCADAM LLC, RIA, INVESTMENT RELATED. 02/2023 - 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. 02/2023 - 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 | 2023-02-10 |
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