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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Westlake | TX | 04/2020 | 03/2023 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2018 | 04/2020 |
| The Vanguard Group, Inc. | Plano | TX | 07/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2015 | 12/2018 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 12/2018 | 04/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2020 | 11/2023 |
| Charles Schwab & Co., Inc. | Southlake | TX | 11/2023 | 07/2025 |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-01 |
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