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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 | 2017-03-21 |
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2017 | 05/2017 |
| Mcadam Llc | Philadelphia | PA | 02/2017 | Present |
| St Josephs University | Philadelphia | PA | 08/2015 | 12/2016 |
| Mcadam Llc | Philadelphia | PA | 01/2022 | Present |
1) MCADAM LLC, RIA, INVESTMENT RELATED. 02/2017-PRESENT. 1880 JOHN F KENNEDY BLVD, SUITE 1600, PHILADELPHIA PA 19103 INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2) MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 02/2017-PRESENT. 1880 JOHN F KENNEDY BLVD, SUITE 1600, PHILADELPHIA PA 19103 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 3) MCADAM LLC, RIA, INVESTMENT RELATED. 01/2022-PRESENT. 1880 JOHN F KENNEDY BLVD, SUITE 1600, PHILADELPHIA PA 19103 CLIENT SERVICE BUSINESS MANAGER. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: MANAGE CLIENT MEETINGS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-06 |
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