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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

326 Main Street, Harleysville, PA 19438 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2008 → Present
    R Bruce Musselman
    Boyertown, PA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Harleysville, PA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2007-04-18 → 2021-06-09
    Lansdale, PA
    Conshohocken, PA
    Boyertown, PA
    Harleysville, PA
    Trooper, PA
    Fort Myers, FL
    Harleysville, PA
    Windsor, CT
    Severna Park, MD
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-12
S63 Uniform Securities Agent State Law Examination 2007-03-19
  • S65 Uniform Investment Adviser Law Examination
    2007-04-12
  • S63 Uniform Securities Agent State Law Examination
    2007-03-19

View on SEC IAPD

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