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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED_RES | 2025-02-20 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 07/2013 | 05/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 07/2013 | 05/2020 |
| Self-Employed | Scottsdale | AZ | 05/2026 | Present |
| Self-Employed | Tampa | FL | 03/2013 | 01/2017 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2020 | 05/2024 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 05/2020 | 05/2024 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2025 | Present |
| Self-Employed | Scottsdale | AZ | 12/2024 | 05/2025 |
| Self-Employed | Scottsdale | AZ | 12/2024 | 05/2025 |
| Self-Employed | Scottsdale | AZ | 12/2024 | 05/2025 |
| Self-Employed | Scottsdale | AZ | 12/2024 | 05/2025 |
| Self-Employed | Scottsdale | AZ | 12/2024 | 05/2025 |
| Unemployed | Scottsdale | AZ | 05/2024 | 12/2024 |
| Self-Employed | Scottsdale | AZ | 03/2025 | 05/2025 |
| Self-Employed | Scottsdale | AZ | 04/2025 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 02/2025 | Present |
| Self-Employed | Scottsdale | AZ | 07/2025 | Present |
| Self-Employed | Scottsdale | AZ | 01/2026 | Present |
| Self-Employed | Scottsdale | AZ | 01/2026 | Present |
| Self-Employed | Scottsdale | AZ | 01/2026 | 05/2026 |
| Best Buy | Scottsdale | AZ | 04/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 02/2025 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 07/2025 APPROXIMATE HOURS/MONTH: 15 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: E-COMMERCE POSITION: CONTRACTED WITH AMAZON START DATE: 04/2025 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH UBER EATS START DATE: 01/2026 APPROXIMATE HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 01/2026 APPROXIMATE HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY NAME OF BUSINESS: BEST BUY NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: RETAIL/SERVICE POSITION: SALES ASSOCIATE START DATE: 04/2026 APPROXIMATE HOURS/MONTH: 60 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HANDLE CHECKOUT, RETURNS, WARRANTIES, MERCHANDISING, CUSTOMER QUESTIONS NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH AMAZON FLEX START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-15 |
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