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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 09/2011 | 08/2025 |
| Bank Of America, N.A. | Wayne | PA | 02/2012 | 08/2025 |
| Main Street Financial Solutions, Llc | Newtown | PA | 08/2025 | Present |
OBA Name: CWA Fiduciary Services, LLC Investment Related: No Location: 254 W Lancaster Ave, Suite A, Malvern, PA 19355 Business Type: TTEE Services Position/Title: Partner Start Date: 03/31/2026 Hours per Month: 10 Hours During Trading: 0 Accounts for more than 10% of your time or income? No Description: CWA Fiduciary Services LLC provides trustee and fiduciary services to families and individuals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-07 |
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