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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2025-01-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2004 | 09/2022 |
| Manning & Napier Investor Services, Llc | Fairport | NY | 09/2022 | 01/2025 |
| Manning & Napier Advisors, Llc | Fairport | NY | 09/2022 | 01/2025 |
| The Vanguard Group, Inc. | Charlotte | NC | 01/2025 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 01/2025 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 01/2025 | Present |
NAME OF BUSINESS: BELMONT TROLLEY INVESTMENT-RELATED ADDRESS: BELMONT, NC NATURE OF BUSINESS: NON-PROFIT COMMUNITY ORGANIZATION POSITION: BOARD MEMBER (TREASURER) START DATE: 04/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: CREATING AND UPDATING BUDGET, FUNDRAISING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-26 |
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