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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 12/2015 | 08/2019 |
| Wells Fargo Bank, Na | Roanoke | TX | 09/2019 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Roanoke | TX | 09/2019 | 08/2020 |
| E*Trade Securities Llc | Dallas | TX | 07/2020 | 01/2023 |
| E*Trade Capital Management Llc | Dallas | TX | 07/2020 | 01/2023 |
| Morgan Stanley | Dallas | TX | 01/2023 | 05/2025 |
| The Vanguard Group, Inc. | Plano | TX | 02/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 02/2026 | Present |
| J 5 Family Forever Llc | Fort Worth | TX | 09/2022 | Present |
| Jg5 Industries | Fort Worth | TX | 09/2022 | Present |
NAME OF BUSINESS: J 5 FAMILY FOREVER LLC NON-INVESTMENT-RELATED ADDRESS: FORT WORTH, TX NATURE OF BUSINESS: ENTERAINMENT POSITION: OWNER START DATE: 09/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN PATENT NAME OF BUSINESS: JG5 INDUSTRIES NON-INVESTMENT-RELATED ADDRESS: FORT WORTH, TX NATURE OF BUSINESS: ENTERTAINMENT POSITION: OWNER/PRODUCER START DATE: 09/2022 APPROXIMATE HOURS/MONTH: 16 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TV AND MOVIE PRODUCTION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-22 |
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