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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R Bruce Musselman | Boyertown | PA | 09/2008 | Present |
| Voya Financial Advisors | Harleysville | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY: Musselman Financial Solutions, LLC; Yes; 173 MAIN ST; HARLEYSVILLE; PA; 19438; Financial Services/DBA; President; 4/1/2015; 210; 138; Sale of fixed insurance, securities, and investment products.| 2) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 33 JENKINS AVE; LANSDALE; PA; 19446; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 3/20/2007; 8; 8; SALES OF FIXED INSURANCE PRODUCTS| 3) NAME OF OTHER BUSINESS: MUSSELMAN FINANCIAL PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 326 MAIN STREET HARLEYSVILLE, PA 19438; NATURE OF BUSINESS: REAL ESTATE; START DATE: 05/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR BUILDING MAINTENANCE, BUILDING REPAIRS, UTILITIES AND MORE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-19 |
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