← Tributary

MAIN STREET FINANCIAL SOLUTIONS, LLC

NEWTOWN, PA · CRD 305834 · IAPD ↗ · tblfinancial.com · 215-259-5021

$2.51BRegulatory AUM
35Advisory reps
41Employees
37Clients
11-25Planning clients
0Private funds
26States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
August 2026 — MAIN STREET FINANCIAL SOLUTIONS, LLC changed its website from exitfour.com to tblfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2026 — MAIN STREET FINANCIAL SOLUTIONS, LLC now reports custody of client assets ($43.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
December 2025 — MAIN STREET FINANCIAL SOLUTIONS, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
December 2025 — MAIN STREET FINANCIAL SOLUTIONS, LLC added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — MAIN STREET FINANCIAL SOLUTIONS, LLC added office(s): 22 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — MAIN STREET FINANCIAL SOLUTIONS, LLC reported RAUM up 41% ($1.77B -> $2.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — MAIN STREET FINANCIAL SOLUTIONS, LLC notice-filed in AL, AR, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — MAIN STREET FINANCIAL SOLUTIONS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2024 — MAIN STREET FINANCIAL SOLUTIONS, LLC grew from 29 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — MAIN STREET FINANCIAL SOLUTIONS, LLC added office(s): 21 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.