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Clifford Johnston Montgomery

Scotia Partners, LLC

Spring City, PA

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Current Employers
Scotia Partners, Llc

Spring City, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-19
TX RA APPROVED 2026-08-19
  • PA RA
    APPROVED
    Since 2026-08-19
  • TX RA
    APPROVED
    Since 2026-08-19

Branch Locations

Spring City, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 02/2016 07/2026
Scotia Partners, Llc Spring City PA 08/2026 Present
  • 02/2016 → 07/2026
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2026 → Present
    Scotia Partners, Llc
    Spring City, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-02-01
  • S63 Uniform Securities Agent State Law Examination
    2019-02-01
Designations
Other Names
  • Clifford Johnston Montgomery
  • Cliff Montgomery
  • Clifford Montgomery

View on SEC IAPD

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