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Main Street Financial Solutions, LLC CRD 305834
$2.51B regulatory AUM 37 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-03-04 |
Branch Locations
6 Concourse Parkway Suite 1515, Atlanta, GA 30328 • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 08/2007 | 09/2016 |
| Main Street Financial Solutions, Llc D/B/A Gencapital | Atlanta | GA | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-08 |
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