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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Research & Consulting | Dallas | TX | 03/2016 | 09/2017 |
| Provasi Capital Partners Lp | Dallas | TX | 11/2017 | 05/2018 |
| Nelson Partners Student Housing | Tampa | FL | 07/2018 | 11/2018 |
| Thomas Financial | Tampa | FL | 01/2019 | 11/2021 |
| Scott Randall Sweet | Addison | TX | 11/2021 | 12/2022 |
| Northwestern Mutual Investment Services, Llc | Addison | TX | 02/2022 | 12/2022 |
| Northwestern Mutual Wealth Management Company | Addison | TX | 02/2022 | 12/2022 |
| Sageview Advisory Group, Llc | Irving | TX | 12/2022 | 07/2025 |
| Cetera Wealth Services, Llc | Irving | TX | 03/2023 | 07/2025 |
| The Vanguard Group, Inc. | Plano | TX | 07/2025 | Present |
| Vanguard Marketing Corporation | Plano | TX | 07/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 07/2025 | Present |
| Xodus Unlimited, Llc | Plano | TX | 09/2024 | Present |
NAME OF BUSINESS: XODUS UNLIMITED, LLC NON-INVESTMENT-RELATED ADDRESS: PLANO, TX NATURE OF BUSINESS: CONTENT CREATION AND COACHING POSITION: OWNER START DATE: 09/2024 APPROXIMATE HOURS/MONTH: 6 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONTENT CREATION, PUBLISHING, COACHING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-25 |
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