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Branden Russell Sacks

Main Street Financial Solutions, LLC

Newtown, PA

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Current Employers
Main Street Financial Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-13
  • PA RA
    APPROVED
    Since 2025-08-13

Branch Locations

104 Pheasant Run Suite 103, Newtown, PA 18940 • 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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-07
  • S66 Uniform Combined State Law Examination
    2010-01-07
Designations

View on SEC IAPD

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