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Dana Elizabeth Kulp

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-12
TX RA APPROVED 2025-08-12
  • PA RA
    APPROVED
    Since 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-12

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Center Valley PA 07/2018 05/2023
Skf Usa Lansdale PA 07/2011 02/2017
Self-Employed Green Lane PA 05/2013 02/2018
Self-Employed Harleysville PA 02/2018 09/2018
Fidelity Investments Green Lane PA 05/2023 06/2025
The Vanguard Group, Inc. Malvern PA 06/2025 Present
Self-Employed Green Lane PA 09/2018 05/2020
Vanguard Marketing Corporation Malvern PA 06/2025 Present
Vanguard Advisers, Inc. Malvern PA 07/2025 Present
  • 07/2018 → 05/2023
    Fidelity Brokerage Services Llc
    Center Valley, PA
  • 07/2011 → 02/2017
    Skf Usa
    Lansdale, PA
  • 05/2013 → 02/2018
    Self-Employed
    Green Lane, PA
  • 02/2018 → 09/2018
    Self-Employed
    Harleysville, PA
  • 05/2023 → 06/2025
    Fidelity Investments
    Green Lane, PA
  • 06/2025 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2018 → 05/2020
    Self-Employed
    Green Lane, PA
  • 06/2025 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 07/2025 → Present
    Malvern, PA
Previous Registrations
  • 2025-03-31 → 2025-06-18
    Green Lane, PA
    Westlake, TX
    Boston, MA
  • 2018-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-26
  • S63 Uniform Securities Agent State Law Examination
    2018-10-26
Designations
Other Names
  • Dana Cooke
  • Dana Elizabeth Cooke
  • Dana Elizabeth Serino
  • Dana Serino
  • Dana Elizabeth Kulp
  • Dana Kulp
  • Dana E Serino
  • Dana E Cooke
  • Dana E Kulp

View on SEC IAPD

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