Best Investors Account Sign in
Current Employers
Market Street Wealth Management

999 West Chester Pike Suite 202, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-11-18
  • PA RA
    APPROVED
    Since 2010-11-18

Branch Locations

999 West Chester Pike Suite 202, West Chester, PA 19382 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Usa Financial Securities Ada MI 11/2005 Present
Market Street Wealth Management, Llc West Chester PA 10/2010 Present
Market Street Financial Group, Llc West Chester PA 09/2009 Present
  • 11/2005 → Present
    Usa Financial Securities
    Ada, MI
  • 10/2010 → Present
    Market Street Wealth Management, Llc
    West Chester, PA
  • 09/2009 → Present
    Market Street Financial Group, Llc
    West Chester, PA
Previous Registrations
  • 2005-04-11 → 2005-12-08
    West Chester, PA
  • 2002-12-11 → 2004-07-15
    First Montauk Securities Corp.
    Chadds Ford, PA
Other Businesses

1. MARKET STREET WEALTH MANAGEMENT LLC - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE 01/01/2008. CO OWNER, FINANCIAL ADVISOR. RIA, FEE BASED AUM. INVESTMENT RELATED. 125 HOURS PER MONTH DEVOTED TO BUSINESS. 125 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2. MARKET STREET TAX SERVICES. 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE 01/01/2008. CO OWNER, TAX PREP DURING TAX SEASON ONLY. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3. MARKET STREET FINANCIAL GROUP - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE01/01/2008. CO OWNER AND FINANCIAL ADVISOR. INSURANCE AND ANNUITY SALES. MAIN CORPORATION THAT WE PAY ALL EXPENSES AND EMPLOYEES. INVESTED RELATED. 15 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4. DM3 CONSULTING LLC - 19 WOODSIDE FARM DRIVE, GARNET VALLEY PA 19060. START DATE 01/01/2008. OWNER. THIS IS A COMPANY THAT TAKES RIA FEES FOR ADVISOR MARK MELORO ONLY AND PAYS HIM SALARY AND PAYS EXPENSIVES. INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-10
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S65 Uniform Investment Adviser Law Examination
    2002-12-10
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Chester, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor