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Reading the graph
Advisor at MAIN STREET FINANCIAL SOLUTIONS, LLC
Conshohocken, PA | NEWTOWN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAIN STREET FINANCIAL SOLUTIONS, LLC | Independent wealth | Jan 12, 2024 | n/a | yes | NEWTOWN, PA|Conshohocken, PA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 19, 2017 | Jan 16, 2024 | no | JENKINTOWN, PA|JENKINTOWN, PA|Lafayette Hill, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MAIN STREET FINANCIAL SOLUTIONS, LLC | Jan 16, 2024 | Jan 12, 2024 | -4 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:305834:PA:2024-01-16 | Jan 16, 2024 | Jan 12, 2024 | LAFAYETTE HILL, PA | Firm change |