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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| PA | RA | APPROVED | 2020-03-25 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Main Street Financial Solutions, Llc | Newtown | PA | 02/2008 | Present |
1) MAIN STREET FINANCIAL SOLUTIONS, LLC; INVESTMENT RELATED; 21 RTE 31 NORTH STE A7 PENNINGTON, NJ 08534; RIA; PARTNER; START DATE 02/2008; APPROX 160 HRS/MO; PROVIDE INVESTMENT AND FINANCIAL PLANNING SERVICES 2) FINANCIAL PLANNING RESOURCE CENTER; NON-INVESTMENT RELATED; 21 RTE 31 NORTH STE A7 PENNINGTON, NJ 08534;BROKER EDUCATION; OWNER; START DATE: 01/2010; APPROX 1 HR/MO; CONSULTANT ON INVESTMENT ADVICE AND HELP WITH EDUCATION CALLS 3) ELLIOTT ASSOCIATES; PASSIVE INVESTMENT; HEDGE FUND; START DATE: 2012 4) SUPERIOR COVE INSURANCE SERVICES, LLC. NOT INVESTMENT RELATED. 21 ROUTE 31 NORTH, SUITE A7. PENNINGTON, NJ 08534-FIXED INSURANCE. PARTNER. START DATE: 1/7/11. APPROXIMATE # OF HOURS: 3 HOURS MONTH. NO HOURS DURING SECURITY HOURS, MAINLY EVENING. MEET WITH CLIENTS AT THEIR REQUEST TO COMPLETE INSURANCE APPLICATIONS, SUBMIT APPLICATION, CLIENT FOLLOW UP. 5) PKS FINANCIAL SERVICES, 11/10/2011-PRESENT, FIXED INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-13 |
| S66 | Uniform Combined State Law Examination | 2003-02-10 |
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