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Reading the graph
Advisor at MAIN STREET FINANCIAL SOLUTIONS, LLC
NEWTOWN, PA | Moorestown, NJ
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 | Apr 22, 2022 | n/a | yes | Moorestown, NJ|NEWTOWN, PA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 21, 2013 | Apr 26, 2022 | no | BALA CYNWYD, PA|MOUNT LAUREL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MAIN STREET FINANCIAL SOLUTIONS, LLC | Apr 26, 2022 | Apr 22, 2022 | -4 | Firm change | Wirehouse to RIA |