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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 11/2014 | 06/2020 |
| Usaa Financial Planning Services | Addison | TX | 11/2014 | 12/2020 |
| Usaa Investment Services Company | Plano | TX | 01/2018 | 11/2025 |
| Usaa Life Insurance Company | Plano | TX | 12/2020 | 11/2025 |
| Vanguard Marketing Corporation | Plano | TX | 12/2025 | Present |
| The Vanguard Group, Inc. | Plano | TX | 12/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 12/2025 | Present |
NAME OF BUSINESS: ALPHA PHI ALPHA FRATERNITY, INC. RHO NU LAMBDA CHAPTER INVESTMENT-RELATED ADDRESS: CARROLLTON, TX NATURE OF BUSINESS: BOARD MEMBERSHIP POSITION: BOARD MEMBER TREASURER START DATE: 07/2023 APPROXIMATE HOURS PER MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TREASURER NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: LEWISVILLE, TX NATURE OF BUSINESS: LIFE, ACCIDENT, HEALTH AND HMO INSURANCE POSITION: N/A START DATE: 01/2015 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-25 |
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