Mason Tyler Malozzi

Current Employers

Valley Forge Investment Consultants, Inc.

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-08-21

PA RA
APPROVED

Since 2026-08-21

Branch Locations

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • 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

Organization	City	State	From	To
The Vanguard Group, Inc	Malvern	PA	09/2022	10/2024
Parkland High School	Allentown	PA	08/2014	06/2018
Bloomsburg University	Bloomsburg	PA	08/2018	05/2022
Malozzi Tile & Marble	Bethlehem	PA	06/2016	Present
M Holdings Securities, Inc.	Portland	OR	10/2024	Present
Valley Forge Financial Group	Norristown	PA	10/2024	Present

09/2022 → 10/2024

The Vanguard Group, Inc

Malvern, PA
08/2014 → 06/2018

Parkland High School

Allentown, PA
08/2018 → 05/2022

Bloomsburg University

Bloomsburg, PA
06/2016 → Present

Malozzi Tile & Marble

Bethlehem, PA
10/2024 → Present

M Holdings Securities, Inc.

Portland, OR
10/2024 → Present

Valley Forge Financial Group

Norristown, PA

Other Businesses

1) Malozzi Tile & Marble; 38 E. Union Blvd, Bethlehem, PA 18018; Home improvement; Not investment related; Project manager; home renovations; 11/16/2024; 40 hours per month; 0 hours during trading. 2) VALLEY FORGE FINANCIAL GROUP; 2500 Monroe Blvd, Unit 100, Norristown PA 19403; M Financial Member Firm Affiliation; Investment related; Financial Analyst; Case designer, Estate Planning analysis, Insurance and Securities strategy and expertise; 10/21/2024; 120 hours per month; 120 hours per month during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-10-27

S63 Uniform Securities Agent State Law Examination

2022-10-27

Designations

Other Names

Mason Malozzi

View on SEC IAPD