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999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-31 |
Branch Locations
999 West Chester Pike Suite 202, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Street Tax Services | West Chester | PA | 11/2022 | Present |
| The Deauville Inn | Strathmere | NJ | 05/2023 | 08/2025 |
| Market Street Financial Group | West Chester | PA | 05/2025 | 05/2026 |
| Wegmans | Glen Mills | PA | 05/2021 | 05/2022 |
| Garnet Valley Middle School | Glen Mills | PA | 10/2015 | 08/2018 |
| Garnet Valley High School | Glen Mills | PA | 08/2018 | 06/2022 |
| Pennsylvania State University | State College | OR | 06/2022 | 05/2026 |
| Market Street Financial Group | West Chester | PA | 05/2026 | Present |
| Market Street Wealth Management | West Chester | PA | 08/2026 | Present |
| Usa Financial Securities Llc | West Chester | PA | 02/2026 | Present |
1) Market Street Financial Group; not investment-related; 999 West Chester Pike, Suite 202, West Chester, PA 19382; insurance company; Insurance Advisor; started 05/2026; approximately 8 hours per month, all during securities trading hours; tax preparation. 2) Market Street Tax Services, LLC; not investment-related; 999 West Chester Pike, Suite 202, West Chester, PA 19382; tax company; Tax Preparer; started 11/2022; approximately 30 hours per month, all during securities trading hours; administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-14 |
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