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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 01/2025 | 06/2026 |
| Farmers Insurance Group | Phoenix | AZ | 05/2021 | 01/2025 |
| Global Financial & Leasing Services | Scottsdale | AZ | 07/2019 | 09/2020 |
| Health Plan One | Phoenix | AZ | 06/2018 | 03/2019 |
| Cardinal Financial Company | Scottsdale | AZ | 02/2017 | 06/2017 |
| Unemployed | Scottsdale | AZ | 06/2016 | 02/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 06/2026 | Present |
| Self-Employed | Scottsdale | AZ | 07/2017 | Present |
| Self-Employed | Scottsdale | AZ | 09/2025 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: TRANSPORTATION POSITION: CONTRACTED WITH LYFT START DATE: 07/2017 APPROXIMATE HOURS/ MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRANSPORTATION NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: PET CARE POSITION: CONTRACTED WITH A PLACE FOR ROVER, INC START DATE: 09/2025 APPROXIMATE HOURS/ MONTH: 30 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PET CARE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-08 |
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