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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-15 |
| CO | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED_RES | 2025-12-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc. | Colorado Springs | CO | 08/2010 | 09/2017 |
| Usaa Financial Planning Services | Colorado Springs | CO | 08/2010 | 09/2017 |
| Jig And Level | Colorado Springs | CO | 07/2017 | 12/2017 |
| T. Rowe Price Investment Services, Inc. | Colorado Springs | CO | 10/2017 | 07/2023 |
| Tafoya Enterprises Llc | Colorado Springs | CO | 09/2018 | 03/2022 |
| Confidence Wealth Management, Inc. | Colorado Springs | CO | 07/2023 | 10/2025 |
| Confidence Wealth & Insurance Solutions | Colorado Springs | CO | 07/2023 | 10/2025 |
| The Vanguard Group, Inc. | Colorado Springs | CO | 10/2025 | Present |
| Vanguard Marketing Corporation | Colorado Springs | CO | 10/2025 | Present |
| Vanguard Advisers, Inc. | Colorado Springs | CO | 12/2025 | Present |
| T. Rowe Price Advisory Services, Inc. | Colorado Springs | CO | 10/2017 | 07/2023 |
| Digital Stage Bookkeeping, Llc | Colorado Springs | CO | 05/2025 | Present |
NAME OF BUSINESS: DIGITAL STAGE BOOKKEEPING, LLC NON-INVESTMENT-RELATED ADDRESS: COLORADO SPRINGS, CO NATURE OF BUSINESS: BOOKKEEPING POSITION: OWNER START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN WEBSITE, BOOKKEEPING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-30 |
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