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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Guglielmo Tullio

Advisor at ADVICE AND PLANNING SERVICES

Chester Springs, PA | Radnor, PA

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Search this name across graphsid dfx:ria:25acfa7a-0bca-c581-f73a-9baae433ebc6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Dec 10, 2019 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Feb 3, 2018
First registration: Dec 10, 2019
Dual registered: yes, broker-dealer
Other names: Bill Tullio
IAPD individual key: 6892147

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 5, 2024	n/a	yes	Chester Springs, PA\|Radnor, PA	Current employment
CITIZENS PRIVATE WEALTH	Bd affiliated wealth	Sep 2, 2022	Apr 18, 2024	no	TARRYTOWN, NY\|Fort Washington, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Sep 2, 2022	Apr 18, 2024	no	JOHNSTON, RI\|CONSHOHOCKEN, PA\|EXTON, PA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 10, 2019	Sep 2, 2022	no	WEST CHESTER, PA\|RADNOR, PA\|PHILADELPHIA, PA\|TARPON SPRINGS, FL\|RADNOR, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIZENS PRIVATE WEALTH	ADVICE AND PLANNING SERVICES	Apr 18, 2024	Jul 5, 2024	78	Firm change	RIA to ibd
CITIZENS SECURITIES, INC.	CITIZENS PRIVATE WEALTH	Apr 18, 2024	Sep 2, 2022	-594	Firm change after gap	Ibd to RIA
WELLS FARGO ADVISORS	CITIZENS SECURITIES, INC.	Sep 2, 2022	Sep 2, 2022	0	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
Jul 5, 2024 to presentfactForm ADV
→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: previous registration
Sep 2, 2022 to Apr 18, 2024factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Sep 2, 2022 to Apr 18, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 10, 2019 to Sep 2, 2022factForm ADV

Dated events

Occurred
Apr 18, 2024
Advisor changed firm
Guglielmo Tullio left Citizens Private Wealth for Advice And Planning Services (registered 2024-07-05)
Form ADVobserved 6 days ago
Occurred
Apr 18, 2024
Advisor changed firm
Guglielmo Tullio left Citizens Securities, Inc. for Citizens Private Wealth (registered 2022-09-02)
Form ADVobserved 6 days ago
Occurred
Sep 2, 2022
Advisor changed firm
Guglielmo Tullio left Wells Fargo Advisors for Citizens Securities, Inc. (registered 2022-09-02)
Form ADVobserved 6 days ago