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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Strategies Llc | Mt Laurel | NJ | 03/2020 | 04/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 04/2025 | Present |
| Vanguard Marketing Coproration | Malvern | PA | 04/2025 | Present |
| Vanguard Advisors, Inc. | Malvern | PA | 04/2025 | Present |
| New York Life Insurance & Nylife Securities | Mt Laurel | NJ | 08/2019 | 04/2025 |
| New York Life Insurance & Nylife Securities | Harrisburg | PA | 04/2016 | 08/2019 |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HAVERTOWN, PA NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE POSITION: N/A START DATE: 09/2012 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-10 |
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