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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-16 |
| TX | RA | APPROVED | 2025-07-16 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Berwyn | PA | 06/2015 | 12/2017 |
| New York Life Insurance Company | Berwyn | PA | 06/2015 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Princeton | NJ | 12/2017 | 06/2018 |
| Mutual Of America Life Insurance Company | Blue Bell | PA | 11/2018 | 11/2020 |
| Cbiz Investment Advisory Services, Llc | West Conshohocken | PA | 12/2023 | 06/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2025 | Present |
| Mutual Of America Securities, Llc | Blue Bell | PA | 11/2018 | 12/2023 |
| Unemployed | Richboro | PA | 07/2018 | 10/2018 |
| Vanguard Marketing Corporation | Malvern | PA | 06/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 06/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: WILLOW GROVE, PA NATURE OF BUSINESS: RESIDENT LIFE INSURANCE POSITION: N/A START DATE: 05/2015 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-11 |
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