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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-23 |
| PA | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Tampa | FL | 07/2019 | 09/2020 |
| Jp Morgan Chase Bank Na | New York | NY | 07/2017 | 07/2019 |
| Jp Morgan Chase Bank Na | Newark | DE | 03/2016 | 07/2017 |
| Ubs Financial Services Inc | Tampa | FL | 09/2020 | 09/2021 |
| Sage Financial Group, Inc. | West Conshohocken | PA | 09/2021 | 11/2021 |
| Charles Schwab & Co., Inc. | Marlton | NJ | 03/2022 | 03/2024 |
| Unemployed | Mullica Hill | NJ | 12/2021 | 03/2022 |
| Charles Schwab Bank Ssb | Marlton | NJ | 06/2022 | 03/2024 |
| Bryn Mawr Trust Advisors, Llc | Philadelphia | PA | 04/2024 | 08/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 09/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 09/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-12 |
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