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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| AZ | RA | APPROVED | 2026-04-02 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2013 | 08/2017 |
| Bank Of America, N.A | Chandler | AZ | 06/2013 | 08/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2017 | 11/2019 |
| Bancwest Investment Services | Tempe | AZ | 11/2019 | 07/2023 |
| Bank Of The West | Tempe | AZ | 11/2019 | 07/2023 |
| Lpl Financial Llc | Tempe | AZ | 07/2023 | 01/2026 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 03/2026 | Present |
| Bmo Bank N.A. | Tempe | AZ | 07/2023 | 01/2026 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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