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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_RES | 2021-04-14 |
| MA | RA | APPROVED | 2017-09-11 |
Branch Locations
101 Federal St Suite 1900, Boston, MA 02110 • United States
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, Inc | Albany | NY | 06/2017 | 05/2022 |
| Mcadam Llc | Boston | MA | 06/2017 | Present |
| Bentley University | Waltham | MA | 08/2013 | 05/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2024 | 01/2025 |
| Madison Avenue Securities | San Diego | CA | 01/2025 | Present |
1. Name: McAdam LLC. Investment Related: Yes; Address: 101 Federal St. #1900, Boston, MA 02110; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 06/2017; 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 06/2017; Hours Per Week: As Needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-29 |
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