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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Advisers, Inc. | Plano | TX | 06/2026 | Present |
| Tieton Capital Management | Yakima | WA | 05/2013 | 10/2020 |
| Unemployed | Yakima | WA | 11/2020 | 02/2021 |
| Fisher Investments | Plano | TX | 08/2021 | 07/2022 |
| Lpl Financial Llc | Yakima | WA | 08/2022 | 08/2023 |
| Financial Advocates Investment Management | Yakima | WA | 08/2022 | 08/2023 |
| Homer Inc, Dba Integrity Wealth Advisors | Yakima | WA | 08/2022 | 08/2023 |
| Fisher Investments | Plano | TX | 09/2023 | 03/2026 |
| The Vanguard Group, Inc. | Plano | TX | 03/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 03/2026 | Present |
| Unemployed | Sherman | TX | 03/2021 | 08/2021 |
NAME OF BUSINESS: LEAVENWORTH PROPERTIES LP INVESTMENT-RELATED ADDRESS: DALLAS, TX NATURE OF BUSINESS: RENTAL PROPERTY POSITION: GENERAL PARTNER START DATE: 05/2006 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE RENTAL HOUSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-29 |
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