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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-20 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Staten Island, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2011 | 10/2018 |
| Bank Of America, N.A. | New York | NY | 07/2011 | 10/2018 |
| Main Street Financial Solutions, Llc | Newtown | PA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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