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105 Montgomery Ave. Suite 1053, Montgomeryville, PA 18936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-26 |
Branch Locations
105 Montgomery Ave. Suite 1053, Montgomeryville, PA 18936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
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