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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
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 |
|---|---|---|---|---|
| Ameriprise Financial - Orth Financial Group | Wilmington | DE | 08/2015 | 09/2019 |
| Commonwealth Financial Network | West Chester | PA | 10/2019 | 07/2023 |
| Legacy Planning Partners, Llc | West Chester | PA | 10/2019 | 08/2023 |
| Ppb Capital Partners | Conshohocken | PA | 08/2023 | 02/2026 |
| Vigilant Distributors, Llc | Conshohocken | PA | 05/2025 | 02/2026 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 03/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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