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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-06-21 |
| FL | RA | APPROVED | 2020-04-28 |
Branch Locations
Winter Park, FL • United States
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 |
|---|---|---|---|---|
| Registered Representative | New York | NY | 10/2009 | Present |
| National Asset Management, Inc. | New York City | NY | 08/2010 | Present |
| Main Street Financial Solutions, Llc | Winter Park | FL | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
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