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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank Na | Newark | DE | 07/2015 | 03/2018 |
| J.P. Morgan Securities Llc | Newark | DE | 07/2015 | 03/2018 |
| The Haverford Trust Company | Radnor | PA | 03/2018 | 10/2021 |
| Haverford Trust Securities, Inc. | Radnor | PA | 03/2018 | 10/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 10/2021 | 07/2025 |
| Self-Employed | Newtown Square | PA | 11/2022 | 07/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 03/2026 | Present |
| Casa Moran 1933 Sl | Newtown Square | PA | 07/2025 | 12/2025 |
| Vanguard Advisers, Inc. | Malvern | PA | 03/2026 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: NEWTOWN SQUARE, PA NATURE OF BUSINESS: LIMITED AGENT POSITION: LIMITED AGENT START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADMINISTRATIVE SUPPORT OF ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-18 |
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