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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-08 |
| PA | RA | APPROVED | 2022-06-13 |
| TX | RA | APPROVED | 2022-06-13 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2015 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 08/2015 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 06/2022 | Present |
NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: HAVERTOWN, PA NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: HAVERTOWN, PA NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 03/2025 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: HAVERTOWN, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POA NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: HAVERTOWN, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-08 |
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