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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-02 |
| PA | RA | APPROVED | 2021-09-01 |
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 |
|---|---|---|---|---|
| Pfs Investments Inc | Binghamton | NY | 07/2016 | 11/2016 |
| Primerica Financial Services | Binghamton | NY | 04/2016 | 11/2016 |
| Citizens Securities, Inc | Philadelphia | PA | 12/2016 | 10/2017 |
| Citizens Bank | Philadelphia | PA | 12/2016 | 10/2017 |
| Key Investment Services Llc | Plymouth Meeting | PA | 11/2017 | 08/2018 |
| Keybank | North Wales | PA | 10/2017 | 08/2018 |
| Wells Fargo Bank, Na | Philadelphia | PA | 09/2018 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 10/2018 | 06/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2021 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: PHILADELPHIA, PA POSITION: LANDLORD/OWNER START DATE: 4/2022 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-22 |
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