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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-18 |
| PA | RA | APPROVED | 2019-08-06 |
| TX | RA | APPROVED | 2019-08-06 |
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 | 10/2015 | Present |
| Self-Employed | Phoenixville | PA | 05/2021 | 04/2023 |
| Self-Employed | Phoenixville | PA | 05/2021 | 02/2024 |
| Vanguard Marketing Corporation | Malvern | PA | 10/2015 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 08/2019 | Present |
| Self-Employed | Coatesville | PA | 03/2026 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: COATESVILLE, PA NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 12 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: COATESVILLE, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 5/2021 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: COATESVILLE, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 2/2024 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: COATESVILLE, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 5/2021 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-23 |
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