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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-26 |
| NC | RA | APPROVED | 2021-12-20 |
| TX | RA | APPROVED | 2021-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 07/2011 | 07/2020 |
| Usaa Financial Planning Services | Addison | TX | 07/2011 | 07/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2020 |
| State Farm Insurance | Richardson | TX | 06/2021 | 11/2021 |
| Unemployed | Frisco | TX | 07/2020 | 09/2020 |
| State Farm Insurance | Richardson | TX | 09/2020 | 06/2021 |
| The Vanguard Group, Inc. | Charlotte | NC | 11/2021 | 05/2022 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
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