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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-14 |
| TX | RA | APPROVED | 2020-01-14 |
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 | 01/2007 | Present |
| Self Employed | West Chester | PA | 11/2016 | 06/2018 |
| Self Employed | West Chester | PA | 08/2017 | 06/2018 |
| Judge Dan Mccaffery | West Chester | PA | 02/2019 | 01/2022 |
| Self Employed | West Chester | PA | 06/2023 | 11/2025 |
| West Chester Borough Council | West Chester | PA | 02/2021 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 01/2007 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 01/2020 | Present |
NAME OF BUSINESS: WEST CHESTER BOROUGH COUNCIL NON-INVESTMENT-RELATED ADDRESS: WEST CHESTER, PA NATURE OF BUSINESS: ELECTED GOVERNMENT SERVICE POSITION: ELECTED OFFICIAL START DATE: 02/2021 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CIVIC ENGAGEMENT NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: WEST CHESTER, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-12 |
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