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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-25 |
| TX | RA | APPROVED | 2022-04-22 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
312 Route 38 West Suite 101, Moorestown, NJ 08057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marlton | NJ | 06/2003 | 04/2022 |
| Bank Of America, N.A. | Mount Laurel | NJ | 07/2011 | 04/2022 |
| Main Street Financial Solutions, Llc | Moorestown | NJ | 04/2022 | Present |
I*123891 For profit or not for profit: Non-Profit Organization Name of outside business organization: Lakeside Home Owners Association Investment related: N Address of business: medford, New Jersey 08055 Nature of business: Cooperative, Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2019 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Assistance in Board of directors decision on all things related to the association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-16 |
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