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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-10-11 |
Branch Locations
312 W Route 38 Suite 101, Moorestown, NJ 08057 • United States
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 |
|---|---|---|---|---|
| Primerica Financial Services | Pennsauken | NJ | 03/2017 | 08/2018 |
| Pfs Investments Inc. | Pennsauken | NJ | 08/2017 | 08/2018 |
| Superior Lamp | Mount Laurel | NJ | 08/1990 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 08/2018 | 04/2022 |
| Main Street Financial Solutions, Llc | Moorestown | NJ | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-24 |
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