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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-30 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Serviced, Inc. | Riverhead | NY | 09/2009 | 07/2017 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 07/2017 | 07/2023 |
| Main Street Financial Solutions, Llc | Newtown | PA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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