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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| PA | RA | APPROVED | 2025-08-28 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinet | Collingswood | NJ | 02/2001 | 06/2024 |
| Academy Financial Llc | Philadelphia | PA | 01/2025 | 05/2025 |
| Unemployed | Philadelphia | PA | 07/2024 | 01/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 08/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 08/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: RESIDENT PRODUCER INSURANCE LICENSE POSITION: N/A START DATE: 08/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
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