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Advisor at MAIN STREET FINANCIAL SOLUTIONS, LLC
NEWTOWN, PA | Middleton, ID
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 | Jul 11, 2021 | n/a | yes | NEWTOWN, PA|Middleton, ID | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 5, 2011 | Jun 21, 2021 | no | WHITE PLAINS, NY | Previous registration |
| EDWARD JONES | National bd RIA | Aug 18, 2010 | Dec 6, 2011 | no | ST LOUIS, MO|DOBBS FERRY, NY|PLEASANTVILLE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MAIN STREET FINANCIAL SOLUTIONS, LLC | Jun 21, 2021 | Jul 11, 2021 | 20 | Firm change | Wirehouse to RIA |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 6, 2011 | Dec 5, 2011 | -1 | Firm change | Ibd to wirehouse |