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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-25 |
| PA | RA | APPROVED | 2021-03-02 |
| TX | RA | APPROVED | 2021-03-02 |
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 |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc. | Smithfield | RI | 11/2009 | 03/2020 |
| Mutual Advisors, Llc. | Casper | WY | 08/2020 | 02/2021 |
| Kellogg Insurance Marketing/Alta Medicare | Apex | NC | 05/2020 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 02/2021 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 02/2021 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 02/2021 | Present |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: SYRACUSE, NY POSITION: LANDLORD/OWNER START DATE: 3/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-26 |
| S66 | Uniform Combined State Law Examination | 2000-02-09 |
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