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Current Employers
Prepared Retirement Institute Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-26
  • PA RA
    APPROVED
    Since 2026-03-26

Branch Locations

105 Montgomery Ave. Suite 1053, Montgomeryville, PA 18936 • 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
Staples Doylestown PA 01/2017 05/2018
Lentz Painting Collegeville PA 06/2018 12/2018
Sherwin Williams Lansdale PA 04/2019 06/2020
Thompson Organization Doylestown PA 10/2020 03/2021
Musselman Financial Solutions Harleysville PA 06/2021 08/2021
Musselman Financial Solution Harleysville PA 06/2022 03/2026
Student Langhorne PA 09/2021 05/2022
Cetera Advisor Networks El Segundo CA 06/2021 11/2022
Cetera Wealth Services, Llc El Segundo CA 11/2022 03/2026
Student Perkasie PA 11/2012 01/2017
Student Langhorne PA 01/2019 04/2019
Ed's Produce Llc Skippack PA 07/2020 09/2020
Cetera Investment Advisers Llc Schaumburg IL 07/2023 03/2026
Prepared Retirement Institute Llc Lansdale PA 03/2026 Present
  • 01/2017 → 05/2018
    Staples
    Doylestown, PA
  • 06/2018 → 12/2018
    Lentz Painting
    Collegeville, PA
  • 04/2019 → 06/2020
    Sherwin Williams
    Lansdale, PA
  • 10/2020 → 03/2021
    Thompson Organization
    Doylestown, PA
  • 06/2021 → 08/2021
    Musselman Financial Solutions
    Harleysville, PA
  • 06/2022 → 03/2026
    Musselman Financial Solution
    Harleysville, PA
  • 09/2021 → 05/2022
    Student
    Langhorne, PA
  • 06/2021 → 11/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 11/2022 → 03/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 11/2012 → 01/2017
    Student
    Perkasie, PA
  • 01/2019 → 04/2019
    Student
    Langhorne, PA
  • 07/2020 → 09/2020
    Ed's Produce Llc
    Skippack, PA
  • 07/2023 → 03/2026
    Schaumburg, IL
  • 03/2026 → Present
    Lansdale, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2023-07-28
Designations
Other Names
  • Brad Garges

View on SEC IAPD

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