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Omar Alberto Tovar

Vanguard Advisers, Inc.

Plano, TX

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-17
  • TX RA
    APPROVED
    Since 2022-08-17

Branch Locations

7900 Windrose Avenue, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. Addison TX 03/2014 05/2020
Usaa Financial Planning Services Addison TX 03/2014 05/2020
Fc Dallas Frisco TX 03/2014 11/2016
Little Elm School District Little Elm TX 11/2016 08/2017
Usaa Investment Management Company Addison TX 01/2018 05/2020
Charles Schwab & Co., Inc. Westlake TX 05/2020 08/2022
Charles Schwab Bank, Ssb Westlake TX 05/2020 08/2022
The Vanguard Group, Inc. Plano TX 08/2022 Present
  • 03/2014 → 05/2020
    Usaa Financial Advisors, Inc.
    Addison, TX
  • 03/2014 → 05/2020
    Usaa Financial Planning Services
    Addison, TX
  • 03/2014 → 11/2016
    Fc Dallas
    Frisco, TX
  • 11/2016 → 08/2017
    Little Elm School District
    Little Elm, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Addison, TX
  • 05/2020 → 08/2022
    Westlake, TX
  • 05/2020 → 08/2022
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 08/2022 → Present
    The Vanguard Group, Inc.
    Plano, TX
Previous Registrations
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSES INVESTMENT RELATED ADDRESS (CITY/STATE): MCKINNEY, TX NATURE OF BUSINESS: LIFE AND HEALTH POSITION: N/A START DATE: 11/2012 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAINING LICENSES ONLY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-03
  • S66 Uniform Combined State Law Examination
    2012-08-03
Designations
Other Names
  • Omar Tovar
  • Omar A Tovar
  • Omar Alberto Tovar

View on SEC IAPD

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