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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2025-12-04 |
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 | 09/2013 | 03/2022 |
| Self-Employed | Conshohochken | PA | 03/2016 | 03/2022 |
| Morgan Stanley | Newtown Square | PA | 03/2022 | 11/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-12 |
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