Best Investors Account Sign in
Inactive

Vilas Paul Naralakattu

Prepared Retirement Institute LLC

Lansdale, PA

Claim This Profile
Current Employers
Prepared Retirement Institute Llc

105 Montgomery Ave. Suite 1053, Lansdale, PA 19446 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-12
  • PA RA
    APPROVED
    Since 2026-01-12

Branch Locations

105 Montgomery Ave. Suite 1053, Lansdale, PA 19446 • 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
Pinnacle Advisory Group Columbia MD 09/2009 10/2018
Stratwealth Llc Maple Lawn MD 01/2019 11/2020
Wealthspire Advisors Maple Lawn MD 11/2020 09/2021
Wealthspire Advisors Maple Lawn MD 09/2021 08/2023
Unemployed Lansdale PA 09/2023 12/2023
Visionary Financial Services Lansdale PA 12/2023 12/2025
Prepared Retirement Institute Montgomeryville PA 01/2026 Present
  • 09/2009 → 10/2018
    Pinnacle Advisory Group
    Columbia, MD
  • 01/2019 → 11/2020
    Stratwealth Llc
    Maple Lawn, MD
  • 11/2020 → 09/2021
    Wealthspire Advisors
    Maple Lawn, MD
  • 09/2021 → 08/2023
    Wealthspire Advisors
    Maple Lawn, MD
  • 09/2023 → 12/2023
    Unemployed
    Lansdale, PA
  • 12/2023 → 12/2025
    Visionary Financial Services
    Lansdale, PA
  • 01/2026 → Present
    Prepared Retirement Institute
    Montgomeryville, PA
Designations

View on SEC IAPD

More in Lansdale, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor