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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
312 W Route 38 Suite 101, Moorestown, NJ 08057 • 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 |
|---|---|---|---|---|
| Main Street Financial Solutions, Llc | Moorestown | NJ | 04/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 05/2017 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 12/2014 | 05/2017 |
I*138030 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Esop Association Investment related: N Address of business: Washington, District of Columbia 20001 Nature of business: Charitable Organization, Compensation for Activity: N Position, title, association: Committee Member, Start date of relationship: 5/27/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The ESOP Association was formed as an advocacy organization to promote the establishment and ongoing operations of ESOPs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-19 |
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