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999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-11-18 |
Branch Locations
999 West Chester Pike Suite 202, West Chester, PA 19382 • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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