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Advisor at MAIN STREET FINANCIAL SOLUTIONS, LLC
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 | Aug 13, 2025 | n/a | yes | NEWTOWN, PA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 2, 2011 | Aug 14, 2025 | no | WAYNE, PA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 8, 2010 | Sep 13, 2011 | no | WAYNE, PA|Berwyn, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MAIN STREET FINANCIAL SOLUTIONS, LLC | Aug 14, 2025 | Aug 13, 2025 | -1 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 13, 2011 | Sep 2, 2011 | -11 | Firm change | Wirehouse to wirehouse |