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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-16 |
| TX | RA | APPROVED | 2021-09-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 05/2014 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 05/2014 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2020 | 07/2021 |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | 07/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2021 | Present |
| Western Governors University | Salt Lake City | UT | 02/2018 | 07/2019 |
| Us Nail Spa | Irving | TX | 09/2020 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 08/2021 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-21 |
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