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Joseph A Mcadams

T. Rowe Price Associates, Inc.

Clinton Township, MI

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Current Employers
T. Rowe Price Associates, Inc.

1307 Point Street, Baltimore, MD 21231 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-12
MI RA APPROVED 2026-02-12
  • MD RA
    APPROVED
    Since 2026-02-12
  • MI RA
    APPROVED
    Since 2026-02-12

Branch Locations

Clinton Township, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Funds Carmel IN 03/2017 09/2024
Flexible Plan Investments Bloomfield Hills MI 12/2014 02/2017
Capital Client Group, Inc. Los Angeles CA 09/2024 10/2025
Citizens Securities, Inc. Clinton Township MI 10/2025 01/2026
T. Rowe Price Baltimore MD 01/2026 Present
  • 03/2017 → 09/2024
    American Funds
    Carmel, IN
  • 12/2014 → 02/2017
    Flexible Plan Investments
    Bloomfield Hills, MI
  • 09/2024 → 10/2025
    Capital Client Group, Inc.
    Los Angeles, CA
  • 10/2025 → 01/2026
    Citizens Securities, Inc.
    Clinton Township, MI
  • 01/2026 → Present
    T. Rowe Price
    Baltimore, MD
Previous Registrations
  • 2025-10-16 → 2026-01-07
    Citizens Securities, Inc.
    Shelby Township, MI
    Rocky River, OH
    Clinton Township, MI
  • 2017-10-23 → 2025-09-18
    Capital Client Group, Inc.
    Carmel, IN
    Cranberry Twp, PA
    Los Angeles, CA
    Carmel, IN
    Los Angeles, CA
    Los Angeles, CA
    Cranberry, PA
Other Businesses

The McAdams Group, LLC- CEO; Non-Investment Related; 8/1/2020; Rental Property Ownership; 1 hour per month; 0 during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-23
S63 Uniform Securities Agent State Law Examination 2017-05-15
  • S65 Uniform Investment Adviser Law Examination
    2017-10-23
  • S63 Uniform Securities Agent State Law Examination
    2017-05-15
Other Names
  • Joseph Anthony Mcadams

View on SEC IAPD

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