Andrew John Dziedzic

Current Employers

Prepared Retirement Institute Llc

105 Montgomery Ave. Suite 1053, Montgomeryville, PA 18936 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-08-04

PA RA
APPROVED

Since 2020-08-04

Branch Locations

105 Montgomery Ave. Suite 1053, Montgomeryville, PA 18936 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Geneos Wealth Management	Montgomeryville	PA	03/2013	04/2024
Financial Strategies Advisory	Montgomeryville	PA	03/2013	04/2024
Prepared Retirement Institute Llc	Lansdale	PA	05/2020	Present

03/2013 → 04/2024

Geneos Wealth Management

Montgomeryville, PA
03/2013 → 04/2024

Financial Strategies Advisory

Montgomeryville, PA
05/2020 → Present

Prepared Retirement Institute Llc

Lansdale, PA

Previous Registrations

2013-04-17 → 2024-04-12

Geneos Wealth Management, Inc.

Montgomeryville, PA

Other Businesses

1) TAX PREPARATION SERVICES. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-03-26
S63	Uniform Securities Agent State Law Examination	2004-10-18

S65 Uniform Investment Adviser Law Examination

2013-03-26
S63 Uniform Securities Agent State Law Examination

2004-10-18

Other Names

Andy Dziedzic
Andrew John Dziedzic

View on SEC IAPD