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999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-16 |
| PA | RA | APPROVED | 2011-01-03 |
Branch Locations
Sea Isle City, NJ • United States
999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities Corporation | Ada | MI | 11/2005 | Present |
| Market Street Wealth Management, Llc | West Chester | PA | 01/2011 | Present |
1) MARKET STREET WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE: 08/01/2013; RIA; FINANCIAL ADVISOR PROVIDING INVESTMENT ADVISORY SERVICES TO CLIENTS. INVESTMENT RELATED. 160 HOURS PER MONTH DEVOTED TO BUSINESS; 80 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) MATT EICHERT - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. STARTED 01/01/2020. INSURANCE SALES. LIFE INSURANCE, LTC INSURANCE AND ANNUITY SALES. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PE MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) MATT EICHERT - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE 01/01/2020. TAX PLANNING/PREPARATION/CPA FOR CLIENTS. NOT INVESTMENT RELATED. 8 HOURS PER MONTH DEVOTED TO BUSINESS. 8 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-07 |
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