Best Investors Account Sign in
Current Employers
Main Street Financial Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-02
TX RA APPROVED 2020-03-11
  • NJ RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2020-03-11

Branch Locations

155 Pompton Avenue, Suite 108, Verona, NJ 07044 • United States

104 Pheasant Run Suite 103, Newtown, PA 18940 • 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
Access Wealth Planning, Llc Roseland NJ 06/2010 05/2017
Purshe Kaplan Sterling Investments Albany NY 05/2015 Present
Main Street Financial Solutions, Llc Verona NJ 05/2017 Present
  • 06/2010 → 05/2017
    Access Wealth Planning, Llc
    Roseland, NJ
  • 05/2015 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2017 → Present
    Verona, NJ
Previous Registrations
  • 2017-05-10 → 2020-07-01
    Main Street Financial Solutions, Llc
    Newtown, PA
    Verona, NJ
  • 2010-07-09 → 2017-05-11
    East Hanover, NJ
  • 2009-04-28 → 2010-12-31
    Noah'S Ark Financial Planning, Llc
    Ritherford, NJ
  • 2006-09-13 → 2009-05-04
    Fairfield, NJ
    Fairfield, NJ
Other Businesses

1. Main Street Financial Solutions D/B/A Superior Cove. Investment Related. 155 Pompton Avenue, Suite 108, Verona NY 07044. RIA. IAR. Start 5/2017. 160 hours per week, 130 during trading. Investment Advisor Representative. 2. Jamal Mahmood. Not Investment Related. 155 Pompton Avenue, Suite 108, Verona, NJ 07044. Insurance. Agent. Start 1998. 40 hours per month, 20 during trading house. Broker Insurance Products, Provide advice and customer Service. 3. Wedding Officiant. Not Investment Related. 21 Otsego Road, Verona NJ 07044. Civil Celebrant. Wedding Officiant. Start 01/2017. 6 hours per month not during trading. Speak to couples and perform marriage ceremonies. 4. AFK Foundation; Not Investment Related; 95 Karol Place, Jericho, NY 11753; Board Member; July 1, 2023; 2hrs/mo; 0 hrs during trading; Just attend board meetings and decide on gifts, advise on operations. 5. Glenwood Pier Condo Association; Not Investment Related; Condo Board; Board Member; 5hrs/mo; 0 hrs during trading; vote on board issues, advise on endowment. Work with investment advisor for the endowment.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-11
S63 Uniform Securities Agent State Law Examination 2004-04-29
  • S66 Uniform Combined State Law Examination
    2006-09-11
  • S63 Uniform Securities Agent State Law Examination
    2004-04-29
Designations
Other Names
  • Jamal Schotman
  • Janal L Mahmood
  • Jamal Lodewyk Mahmood
  • Jamal Mahmood

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Verona, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor