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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Plano | TX | 05/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 05/2026 | Present |
| The Vanguard Group, Inc. | Plano | TX | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Fort Worth | TX | 01/2015 | 09/2024 |
| Charles Schwab Bank, Ssb | Fort Worth | TX | 01/2015 | 09/2024 |
| Unemployed | Grapevine | TX | 10/2024 | 12/2024 |
| Cuso Financial Services, Lp | Fort Worth | TX | 12/2024 | 05/2025 |
| Lpl Financial Llc | Fort Worth | TX | 05/2025 | 05/2026 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: GRAPEVINE, TX NATURE OF BUSINESS: LIFE & HEALTH POSITION: N/A START DATE: 08/2013 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-17 |
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