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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-19 |
| TX | RA | APPROVED | 2026-02-19 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kistler-Tiffany Advisors | Berwyn | PA | 06/2008 | 09/2023 |
| Apw Capital, Inc. | Berwyn | PA | 05/2012 | 12/2021 |
| Creative Planning, Llc | Berwyn | PA | 09/2023 | 01/2024 |
| Tupler Financial, Inc. | Pottstown | PA | 04/2024 | 12/2025 |
| Commonwealth Financial Network | Pottstown | PA | 04/2024 | 12/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 02/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 02/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 10/2007 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-13 |
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