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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 08/2013 | 08/2023 |
| Capital Wealth, Llc | Lehi | UT | 08/2023 | 05/2026 |
| Vanguard Marketing Corporation | Plano | TX | 06/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 06/2026 | Present |
| The Vanguard Group, Inc. | Plano | TX | 06/2026 | Present |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 10/2019 | 08/2023 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CELINA, TX NATURE OF BUSINESS: LIFE INSURANCE LICENSE POSITION: N/A START DATE: 09/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-22 |
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