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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | South Lake | TX | 03/2012 | 12/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2020 | 01/2026 |
| Td Ameritrade Investment Management, Llc | Southlake | TX | 06/2017 | 12/2020 |
| The Vanguard Group | Plano | TX | 02/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-08 |
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