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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-03-05 |
| NC | RA | APPROVED | 2022-06-03 |
| NY | RA | APPROVED | 2021-07-11 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Middleton, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | White Plains | NY | 11/2011 | 06/2021 |
| Bank Of America, N.A. | White Plains | NY | 12/2011 | 06/2021 |
| Main Street Financial Solutions, Llc | Dobbs Ferry | NY | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-03 |
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