Timothy Joseph Apple

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 05/2018
  Spire Investment Partners
  Barnesville, MD
• 06/2018 → 08/2019
  William C Moore Finanical Services
  Centreville, VA
• 06/2018 → 08/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 08/2019 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 07/2017 → 05/2018
  William N Price, Cpa, Cfp, Ms.
  Barnesville, MD
• 08/2012 → 05/2017
  Virginia Polytechnic Institute
  Blacksburg, VA

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2021-09-14

Other Names

• Timothy Joseph Apple
• Tim J Apple
• Timothy Apple