Timothy T. Corcoran

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CRD#: 1276910

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Thomas Corcoran was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2020. Timothy had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Timothy T Corcoran CPA; Investment related; 550 Pinetown Rd, Ste 236, Fort Washington, PA 19034;Tax Planning and preparation, business accounting and personal financial planning; Owner; 02/1991; 120 hours per month; 120 hours per month during trading hours; duties include providing clients with tax planning and preparation services, business accounting, personal financial planning, and managing the business.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 25, 2020 - July 12, 2022

PREPARED RETIREMENT INSTITUTE LLC

RIA

CRD#: 309663

LANSDALE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PREPARED RETIREMENT INSTITUTE LLC

CRD#: 309663 / SEC#: 801-122432

RIA

Registered Investment Advisory firm - (9/30/2021 Approved)

New Jersey

Registered Investment Advisory firm - (10/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (10/5/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PREPARED RETIREMENT INSTITUTE LLC

CRD#: 309663 / SEC#: 801-122432

RIA

Registered Investment Advisory firm - (9/30/2021 Approved)

New Jersey

Registered Investment Advisory firm - (10/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (10/5/2021 Terminated)

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Contact information

Main Address

105 Montgomery Ave. Suite 1053, Lansdale, PA 19446

Mailing Address

Phone number

(215) 997-5700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PREPARED RETIREMENT INSTITUTE LLC ADV BROCHURE (10/24/2025)

Regulatory assets under management

Total Number of Accounts	958
AUM (Assets Under Management)	$ 300,970,590

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy T. Corcoran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PREPARED RETIREMENT INSTITUTE LLC

Primary Firm SEC Registration

PREPARED RETIREMENT INSTITUTE LLC

State Registrations and Notice Filings

Exams

Current Firm

PREPARED RETIREMENT INSTITUTE LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PREPARED RETIREMENT INSTITUTE LLC

TRUST BUT VERIFY

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