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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | St. Louis | MO | 03/2013 | 04/2017 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | 10/2024 |
| Charles Schwab | Westlake | TX | 09/2017 | 12/2020 |
| Sam's Club | Mansfield | TX | 05/2017 | 09/2017 |
| Principal Advised Services | Frisco | TX | 01/2025 | 05/2025 |
| Edward Jones | Frisco | TX | 08/2025 | 10/2025 |
| The Vanguard Group, Inc. | Plano | TX | 03/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 03/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 03/2026 | Present |
| Unemployed | Frisco | TX | 11/2025 | 02/2026 |
| Unemployed | Frisco | TX | 11/2024 | 12/2024 |
| Unemployed | Frisco | TX | 05/2025 | 08/2025 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: FRISCO, TX NATURE OF BUSINESS: LIFE INSURANCE LICENSE POSITION: N/A START DATE: 09/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-19 |
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