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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-04 |
| PA | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-04 |
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 |
|---|---|---|---|---|
| Hsbc Bank Usa N.A. | Philadelphia | PA | 04/2013 | 09/2018 |
| Hsbc Securities Usa Inc | Philadelphia | PA | 09/2018 | 11/2019 |
| Td Bank N.A. | Philadelphia | PA | 12/2019 | 07/2021 |
| Td Private Client Wealth Llc | Philadelphia | PA | 08/2021 | 05/2022 |
| Citizens Securities, Inc. | Philadelphia | PA | 06/2022 | 08/2024 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 01/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 01/2026 | Present |
| Unemployed | Cherry Hill | NJ | 09/2024 | 12/2025 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHERRY HILL, NJ NATURE OF BUSINESS: ACCIDENT AND HEALTH, LIFE AND FIXED ANNUITIES, VARIABLE LIFE/VARIABLE ANNUITY POSITION: N/A START DATE: 07/2026 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-07 |
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