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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 07/2016 | 01/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 09/2018 |
| Unemployed | San Antonio | TX | 09/2018 | 12/2018 |
| Self Employed | San Antonio | TX | 11/2018 | 02/2020 |
| David Ballard | San Antonio | TX | 12/2018 | 02/2020 |
| Paul Foley | San Antonio | TX | 12/2018 | 02/2020 |
| Alberto Torres | San Antonio | TX | 12/2018 | 02/2020 |
| Usaa Imco | San Antonio | TX | 07/2016 | 10/2018 |
| Usaa Financial Services | San Antonio | TX | 07/2016 | 09/2019 |
| The Lighthouse Team | San Antonio | TX | 11/2018 | 02/2020 |
| Facet Wealth | Baltimore | MD | 02/2020 | 07/2023 |
| The Vanguard Group, Inc. | Plano | TX | 08/2023 | Present |
| Vanguard Marketing Corporation | Plano | TX | 08/2023 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 10/2023 | Present |
NAME OF BUSINESS: HILER ENTERPRISES, LLC INVESTMENT-RELATED ADDRESS: SPRING, TX NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: 01/2018 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF RENTAL PROPERTY NAME OF BUSINESS: HEMLOCK ENTERPRISES, LLC INVESTMENT-RELATED ADDRESS: SPRING, TX NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: 01/2023 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-09 |
| S66 | Uniform Combined State Law Examination | 2001-12-20 |
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