JL
Joseph Lloyd Mcadams
CRD 2173886
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Pacific Income Advisers Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pacific Income Advisers Inc
President & Portfolio Manager · Less than 5% · Oct 2024
-
Pacific Income Advisers Inc
Trustee · 75% or more · Oct 2024
-
Syndicated Capital, Inc.
Srop, Crop, Municipal Securities Principal/Trustee Of Baines And Mcadams Living Trust · Less than 5% · Mar 2024
-
Syndicated Capital, Inc.
Trustee · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗