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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-09 |
| TX | RA | APPROVED | 2021-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2015 | Present |
| Vangaurd Marketing Corporation | Malvern | PA | 10/2015 | Present |
| Vangaurd Advisers, Inc. | Malvern | PA | 11/2021 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR FAMILY MEMBER INVESTMENT RELATED ADDRESS: SPRING CITY, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 03/2025 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: MONITORING INVESTMENT ACCOUNT, PLACING TRADES ON BEHALF OF IMMEDIATE FAMILY MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-26 |
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