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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-21 |
Branch Locations
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
8000 Towers Crescent Dr Suite 1300, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2017 | Present |
| Mcadam Llc | Vienna | VA | 06/2017 | Present |
| Clemson University | Clemson | SC | 08/2013 | 05/2017 |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 06/2017-PRESENT. 8000 TOWERS CRESCENT DR SUITE 1300 VIENNA, VA 22182. 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. 06/2017-PRESENT. 8000 TOWERS CRESCENT DR SUITE 1300 VIENNA, VA 22182. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-13 |
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