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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Hopewell | NJ | 03/2009 | 10/2017 |
| Vesper Capital Management | Landsdale | PA | 09/2019 | 03/2021 |
| Student | Doylestown | PA | 10/2017 | 09/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2021 | Present |
| Self-Employed | Doylestown | PA | 09/2015 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 03/2021 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 07/2025 | Present |
NAME OF BUSINESS: SELF-EMPLOYED ADDRESS: DOYLESTOWN, PA NATURE OF BUSINESS: UNDERWATER PHOTOGRAPHY START DATE: 09/2015 POSITION: PHOTOGRAPHER APPROXIMATE HOURS PER MONTH: 3 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: UNDERWATER PHOTOGRAPHY AND INSTRUCTION NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: DOYLESTOWN, PA NATURE OF BUSINESS: INSURANCE LICENSE POSITION: N/A START DATE: 03/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAINING LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-04-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-30 |
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