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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-06 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Plano | TX | 01/2007 | 07/2024 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | 07/2024 |
| Vanguard Advisers, Inc. | Plano | TX | 01/2022 | 07/2024 |
| Tiaa | Frisco | TX | 07/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 07/2024 | Present |
Name: N/A rental home jointly owned with spouse Position: owner Nature: Rental home owned jointly with spouse. Management company used for day to day responsibility. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 06/15/2023 Address: Home address, Frisco TX 75035, United States Description: limited
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-17 |
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