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150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-01 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2018 | 08/2020 |
| Modis Inc. | Orlando | FL | 07/2017 | 01/2018 |
| Kabot, Scherzer, De La Torre, Taraboulos | Miami | FL | 01/2017 | 05/2017 |
| My Real Estate Broker, Inc. | Fort Lauderdale | FL | 08/2016 | 12/2016 |
| The Law Office Of Matthew E. Ladd | Coral Gables | FL | 07/2013 | 12/2016 |
| Consumer-Directed Care Plus | Tallahassee | FL | 10/2012 | Present |
| Guardian Life Insurance Co Of America | Bethlehem | PA | 06/2020 | 08/2022 |
| Park Avenue Securities Llc | Bethlehem | PA | 11/2021 | 08/2022 |
| Kevin Stein | New York | NY | 08/2022 | 02/2023 |
| Sarah M Lucas Stein | New York | NY | 08/2022 | 02/2023 |
| Northwestern Mutual Investment Services Llc | New York | NY | 10/2022 | 02/2023 |
| Madison Avenue Securities | San Diego | CA | 04/2025 | Present |
| Mcadam Financial | Radnor | PA | 04/2025 | Present |
1.) Name: McAdam Financial; Investment Related: Yes; Address: 150 N. Rador Chester Road Ste F200, Rador, PA 19087; Position: Employee of the Firm; Duties: Analyzing client accounts for client services opportunities such as recommending better products; Hours Per Week: 40 Hours; Start Date: 3/31/2025 2.) Name: MAINSL Financial Management Services Inc.; Investment Related: No; Address: 7000 78th Avenue N., Brooklyn Park, MN 55445; Nature of the Business: Healthcare Caregiver; Position: Caregiver for Sister; Hours Per Week: 10 Hours; Start Date: 06/18/2010
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-07 |
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