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Current Employers
Main Street Financial Solutions, Llc

104 Pheasant Run Suite 103, Newtown, PA 18940 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-06
  • IL RA
    APPROVED
    Since 2026-02-06

Branch Locations

104 Pheasant Run Suite 103, Newtown, PA 18940 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arete Wealth Strategists Berkeley CA 01/2016 10/2016
The University Of Georgia Athens GA 08/2016 07/2018
Nothing Funny About Money, Inc. Athens GA 09/2016 04/2020
The American College King Of Prussia PA 07/2018 12/2019
The American College King Of Prussia PA 12/2019 10/2021
The American College King Of Prussia PA 10/2021 05/2022
Cfp Board Washington DC 06/2022 05/2023
Gfpi Edina MN 08/2020 Present
Cerifi Alpharetta GA 05/2023 01/2025
Farther Finance Advisors Chicago IL 10/2024 01/2026
Main Street Financial Solutions, Lcc Newtown PA 02/2026 Present
Danko Education Newtown PA 02/2025 Present
  • 01/2016 → 10/2016
    Arete Wealth Strategists
    Berkeley, CA
  • 08/2016 → 07/2018
    The University Of Georgia
    Athens, GA
  • 09/2016 → 04/2020
    Nothing Funny About Money, Inc.
    Athens, GA
  • 07/2018 → 12/2019
    The American College
    King Of Prussia, PA
  • 12/2019 → 10/2021
    The American College
    King Of Prussia, PA
  • 10/2021 → 05/2022
    The American College
    King Of Prussia, PA
  • 06/2022 → 05/2023
    Cfp Board
    Washington, DC
  • 08/2020 → Present
    Gfpi
    Edina, MN
  • 05/2023 → 01/2025
    Cerifi
    Alpharetta, GA
  • 10/2024 → 01/2026
    Farther Finance Advisors
    Chicago, IL
  • 02/2026 → Present
    Main Street Financial Solutions, Lcc
    Newtown, PA
  • 02/2025 → Present
    Danko Education
    Newtown, PA
Previous Registrations
  • 2024-10-17 → 2026-01-20
    San Francisco, CA
    Chicago, IL
Other Businesses

1.Name of other business: Danko Education; Is business Investment related: No; Address of other business: 503 E. Washington Avenue, Suite 1C, Newtown, PA 18940; Nature of other business: Financial education; Your position: Chief Strategy Officer; Start date of relationship: 02/2025; Approx. # of hours per month devoted to other business: 160; Number of hours devoted to other business during securities trading hours per month: 100; Briefly describe duties: Run Danko Education, a leading CFP educator. 2.Name of other business: Global Financial Planning Institute; Is business Investment related: No; Address of other business: 200 Southdale Center Edina, MN, 55435; Nature of other business: Financial education; Your position: Director of Curriculum; Start date of relationship: 8/1/2020; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Maintain CE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-04
S63 Uniform Securities Agent State Law Examination 2016-03-04
  • S65 Uniform Investment Adviser Law Examination
    2016-04-04
  • S63 Uniform Securities Agent State Law Examination
    2016-03-04
Designations
Other Names
  • Matthew Jacob Goren

View on SEC IAPD

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