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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-11-27 |
| PA | RA | APPROVED | 2015-04-17 |
| TX | RA | APPROVED | 2015-04-17 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2011 | Present |
| Self-Employed | Coatesville | PA | 06/2025 | 03/2026 |
| Self-Employed | Coatesville | PA | 06/2025 | 03/2026 |
| Vanguard Marketing Corporation | Malvern | PA | 08/2011 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 04/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-16 |
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