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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 | Jun 15, 2026 | n/a | yes | NEWTOWN, PA | Current employment |
| VALLEY FINANCIAL GROUP | Independent wealth | Apr 15, 2021 | Jun 18, 2026 | no | AMBLER, PA | Previous registration |
| H. BECK, INC. | Former SEC adviser | Nov 18, 2003 | Mar 31, 2021 | no | Flourtown, PA|HUNTINGDON VALLEY, PA | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Feb 13, 2003 | Nov 24, 2003 | no | HAMILTON, NJ | Previous registration |
| POLARIS ADVISORY SERVICES INC | n/a | Jul 29, 2002 | Feb 14, 2003 | no | HAMILTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALLEY FINANCIAL GROUP | MAIN STREET FINANCIAL SOLUTIONS, LLC | Jun 18, 2026 | Jun 15, 2026 | -3 | Firm change | RIA to RIA |
| H. BECK, INC. | VALLEY FINANCIAL GROUP | Mar 31, 2021 | Apr 15, 2021 | 15 | Firm change | Ibd to new firm |
| OSAIC FS, INC. | H. BECK, INC. | Nov 24, 2003 | Nov 18, 2003 | -6 | Firm change | Other |
| POLARIS ADVISORY SERVICES INC | OSAIC FS, INC. | Feb 14, 2003 | Feb 13, 2003 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1763:312254:PA:2021-03-31 | Mar 31, 2021 | Apr 15, 2021 | HUNTINGDON VALLEY, PA | Firm change |