William Francis Muller

Current Employers

Common Cents Planning

239 Baltimore Pike, Glen Mills, PA 19342-1127 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-22
PA	RA	APPROVED	2007-08-08

TX RA
APPROVED

Since 2024-11-22
PA RA
APPROVED

Since 2007-08-08

Branch Locations

239 Baltimore Pike, Glen Mills, PA 19342-1127 • 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

Organization	City	State	From	To
Planning Directions, Inc. Dba Common Cents Planning	Glen Mills	PA	04/2005	Present
Commonwealth Financial Network	Waltham	MA	06/2005	Present

04/2005 → Present

Planning Directions, Inc. Dba Common Cents Planning

Glen Mills, PA
06/2005 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

2000-03-15 → 2005-04-21

Vanguard Advisers, Inc.

Malvern, PA

Other Businesses

1) FIXED INSURANCE SALES CONDUCTED UNDER 'COMMON CENTS PLANNING, INC. INVESTMENT RELATED. CONDUCTED FROM BRANCH LOCATION. 2) CO-OWNER & CEO, COMMON CENTS PLANNING, INC.; A PRIVATE ENTITY ESTABLISHED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS; AS OF 7/01/2023; 5% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 3) CO-OWNER, PLANNING DIRECTIONS, INC; PRIVATE ENTITY ESTABLISHED AS AN RIA; AS OF 7/01/2023; 10% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-19
S63	Uniform Securities Agent State Law Examination	1993-04-14

S65 Uniform Investment Adviser Law Examination

1999-05-19
S63 Uniform Securities Agent State Law Examination

1993-04-14

Designations

View on SEC IAPD