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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Little Elm | TX | 08/2014 | 03/2021 |
| Fairway Independent Mortgage Corporation | Carrollton | TX | 03/2021 | 08/2022 |
| Unemployed | Little Elm | TX | 08/2022 | 02/2023 |
| Northwestern Mutual | Dallas | TX | 02/2023 | 10/2023 |
| The Vanguard Group, Inc. | Plano | TX | 10/2025 | Present |
| Vanguard Marketing Corporation | Plano | TX | 10/2025 | Present |
| Unemployed | Little Elm | TX | 10/2023 | 05/2024 |
| Avantax | Dallas | TX | 05/2024 | 04/2025 |
| Unemployed | Little Elm | TX | 04/2025 | 10/2025 |
| Vanguard Advisers, Inc. | Plano | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-22 |
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