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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-11 |
| NC | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Santa Monica | CA | 10/2025 | Present |
| Vanguard Marketing Corporation | Santa Monica | CA | 10/2025 | Present |
| Vanguard Advisers, Inc. | Santa Monica | CA | 12/2025 | Present |
| Unemployed | Santa Monica | CA | 05/2025 | 09/2025 |
| Cetera Financial Group | El Segundo | CA | 12/2019 | 04/2025 |
| Pothier Law Offices | Haverhill | MA | 10/2018 | 11/2019 |
| U.S. Small Business Administration | Fort Worth | TX | 11/2017 | 09/2018 |
| Hire Counsel | Austin | TX | 11/2016 | 07/2017 |
| Integreon | Austin | TX | 10/2015 | 10/2016 |
| Unemployed | Austin | TX | 07/2017 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-12 |
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