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105 Montgomery Ave. Suite 1053, Lansdale, PA 19446 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-05 |
Branch Locations
San Antonio, TX • United States
105 Montgomery Ave. Suite 1053, Lansdale, PA 19446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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