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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-12 |
| TX | RA | APPROVED | 2021-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 07/2016 | 10/2021 |
| Fidelity Personal And Workplace Advisors | Dallas Fort Worth | TX | 07/2018 | 10/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2021 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-13 |
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