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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2023-12-20 |
Branch Locations
Philadelphia, PA • United States
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
9925 Stephen Decatur Hwy, Ocean City, MD 21842 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Main Street Financial Solutions, Llc | Philadelphia | PA | 12/2023 | Present |
| Cfgi | Philadelphia | PA | 10/2021 | 11/2023 |
| Temple University | Philadelphia | PA | 01/2018 | 12/2020 |
| Baltimore Orioles | Baltimore | MD | 12/2016 | 06/2017 |
| Los Angeles Angels | Los Angeles | CA | 06/2016 | 09/2016 |
| Unemployed | Philadelphia | PA | 01/2021 | 09/2021 |
| Unemployed | Philadelphia | PA | 07/2017 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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