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Current Employers
Main Street Financial Solutions, Llc

104 Pheasant Run Suite 103, Newtown, PA 18940 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-10
  • VA RA
    APPROVED
    Since 2025-01-10

Branch Locations

104 Pheasant Run Suite 103, Newtown, PA 18940 • United States

Mclean, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Main Street Financial Solutions, Llc Newtown PA 10/2024 Present
Self-Employed New York NY 01/2015 07/2017
Sofi Reston VA 07/2017 02/2018
Self-Employed New York NY 02/2018 10/2024
  • 10/2024 → Present
    Newtown, PA
  • 01/2015 → 07/2017
    Self-Employed
    New York, NY
  • 07/2017 → 02/2018
    Sofi
    Reston, VA
  • 02/2018 → 10/2024
    Self-Employed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-10
S63 Uniform Securities Agent State Law Examination 1998-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-01-10
  • S63 Uniform Securities Agent State Law Examination
    1998-07-16

View on SEC IAPD

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