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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-28 |
| TX | RA | APPROVED | 2020-02-28 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2006 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 10/2006 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 02/2020 | Present |
NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: ROYERSFORD, PA NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 08/2024 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE FOR IMMEDIATE FAMILY MEMBER NAME OF BUSINESS: EXECUTOR FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: ROYERSFORD, PA NATURE OF BUSINESS: FIDUCIARY POSITION: EXECUTOR START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: EXECUTOR FOR IMMEDIATE FAMILY MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-08 |
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