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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-11 |
Branch Locations
3000 Atrium Way Suite 200, Mt Laurel, NJ 08054 • United States
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jason Birdwell | Clarksboro | NJ | 06/2004 | 10/2023 |
| H.D. Vest Investment Services | Collingswood | NJ | 04/2011 | 04/2017 |
| Renzi, Bernardi, Suarez & Co. | Collingswood | NJ | 04/2011 | 04/2017 |
| H.D. Vest Insurance Agency, Inc. | Collingswood | NJ | 04/2011 | 04/2017 |
| Hd Vest Advisory Services | Westmont | NJ | 01/2014 | 04/2017 |
| Sagepoint Financial, Inc. | West Deptford | NJ | 04/2017 | 09/2023 |
| Osaic Wealth, Inc. | Deptford | NJ | 09/2023 | 11/2023 |
| Main Street Financial Solutions, Llc. | Newtown | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-24 |
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