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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 | 2023-02-02 |
| MA | RA | APPROVED | 2020-11-17 |
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 |
|---|---|---|---|---|
| Mcadam Llc | Boston | MA | 06/2020 | Present |
| Middlebury College | Middlebury | VT | 09/2016 | 05/2020 |
| Acac | Midlothian | VA | 08/2019 | 08/2019 |
| Bradley Lead Group Llc, Westminster, Co, Usa | Westminster | CO | 06/2019 | 07/2019 |
| Hopmeadow Country Club | Simsbury | CT | 06/2014 | 09/2018 |
| Morgan Stanley, | Providence | RI | 06/2018 | 06/2018 |
1)MCADAM LLC, RIA, INVESTMENT RELATED. 06/2020-PRESENT. 101 FEDERAL ST SUITE 1900 BOSTON, MA 02110. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 06/2020-PRESENT. 101 FEDERAL ST SUITE 1900 BOSTON, MA 02110. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-14 |
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