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Current Employers
Prepared Retirement Institute Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-05
  • TX RA
    APPROVED
    Since 2025-05-05

Branch Locations

San Antonio, TX • United States

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
Prepared Retirement Institute Llc Lansdale PA 04/2025 Present
Magellan Federal Arlington VA 11/2023 04/2025
Geometric Wealth Advisors Washington DC 03/2022 06/2023
Geometric Wealth Advisors Washington DC 08/2021 03/2022
Zeiders Enterprises, Inc. Woodbridge VA 11/2020 06/2021
Operation Homefront San Antonio TX 09/2019 10/2020
Unemployed San Antonio TX 06/2023 11/2023
Unemployed Baumholder 08/2016 08/2019
Unemployed Fort Eustis VA 10/2014 07/2016
  • 04/2025 → Present
    Lansdale, PA
  • 11/2023 → 04/2025
    Magellan Federal
    Arlington, VA
  • 03/2022 → 06/2023
    Geometric Wealth Advisors
    Washington, DC
  • 08/2021 → 03/2022
    Geometric Wealth Advisors
    Washington, DC
  • 11/2020 → 06/2021
    Zeiders Enterprises, Inc.
    Woodbridge, VA
  • 09/2019 → 10/2020
    Operation Homefront
    San Antonio, TX
  • 06/2023 → 11/2023
    Unemployed
    San Antonio, TX
  • 08/2016 → 08/2019
    Unemployed
    Baumholder
  • 10/2014 → 07/2016
    Unemployed
    Fort Eustis, VA
Designations
Other Names
  • Jennifer Barndt
  • Jennifer Chambers

View on SEC IAPD

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