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Timothy David Ellis

Girard Advisory Services, LLC

King Of Prussia, PA

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Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-07-25
  • PA RA
    APPROVED
    Since 2022-07-25

Branch Locations

555 Croton Road, Suite 210, King Of Prussia, PA 19406 • 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
Janney Montgomery Scott, Llc Philadelphia PA 08/2020 07/2022
The Vanguard Group, Inc. Malvern PA 04/2018 08/2020
Infinia Search Kennett Square PA 10/2017 04/2018
Deloitte Llp Stamford CT 04/2014 10/2017
Girard Advisory Services, Llc King Of Prussia PA 07/2022 Present
Girard Investment Services, Llc King Of Prussia PA 06/2024 Present
  • 08/2020 → 07/2022
    Janney Montgomery Scott, Llc
    Philadelphia, PA
  • 04/2018 → 08/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 10/2017 → 04/2018
    Infinia Search
    Kennett Square, PA
  • 04/2014 → 10/2017
    Deloitte Llp
    Stamford, CT
  • 07/2022 → Present
    Girard Advisory Services, Llc
    King Of Prussia, PA
  • 06/2024 → Present
    Girard Investment Services, Llc
    King Of Prussia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-05
  • S66 Uniform Combined State Law Examination
    2020-12-05
Other Names
  • Timothy David Ellis
  • Timothy Ellis

View on SEC IAPD

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BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

ANDREW LEE COOPER
Rebecca Michelle Drexler-Bleivik
Peter Munley
BENJAMIN JAMES SCHLEICHER
Rijo Abraham Reji
Kristen Voigtsberger
Simon F Crew
AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

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