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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-05-30
TX RA APPROVED 2017-05-30
  • PA RA
    APPROVED
    Since 2017-05-30
  • TX RA
    APPROVED
    Since 2017-05-30

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meyer Capital Group Marlton NJ 06/2015 09/2016
The Vanguard Group, Inc. Malvern PA 05/2017 Present
Blair Wealth Management Radnor PA 02/2017 04/2017
Unemployed Philadelphia PA 10/2016 01/2017
  • 06/2015 → 09/2016
    Meyer Capital Group
    Marlton, NJ
  • 05/2017 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 02/2017 → 04/2017
    Blair Wealth Management
    Radnor, PA
  • 10/2016 → 01/2017
    Unemployed
    Philadelphia, PA
Previous Registrations
  • 2015-09-04 → 2016-09-29
    Meyer Capital Group
    Marlton, NJ
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-06-28
S65 Uniform Investment Adviser Law Examination 2015-08-25
  • S63 Uniform Securities Agent State Law Examination
    2017-06-28
  • S65 Uniform Investment Adviser Law Examination
    2015-08-25
Designations
Other Names
  • Bhumi Dhirendrabhai Shah

View on SEC IAPD

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