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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2025-10-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | Huntingdon Valley | PA | 03/2020 | 03/2021 |
| Securian Financial Services, Inc. | Huntingdon Valley | PA | 03/2021 | 08/2022 |
| Minnesota Life Insurance Company | Huntingdon Valley | PA | 03/2021 | 08/2022 |
| Delaware Valley Advisors | Huntingdon Valley | PA | 03/2020 | 08/2022 |
| Access Services | Ivyland | PA | 01/2019 | 03/2020 |
| Show Gardens And Crafts | Huntingdon Valley | PA | 03/2018 | 01/2019 |
| Depression2Extinction | Huntingdon Valley | PA | 08/2017 | 03/2018 |
| Central Behavioral Health | Norristown | PA | 12/2015 | 08/2017 |
| Academy Of The New Church Secondary School | Bryn Athyn | PA | 03/2018 | Present |
| Academy Of The New Church Secondary School | Huntingdon Valley | PA | 03/2018 | 06/2021 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2025 | Present |
| Bryn Athyn College | Bryn Athyn | PA | 08/2022 | 06/2024 |
| Unemployed | Bryn Athyn | PA | 07/2024 | 08/2025 |
| Vanguard Marketing Corporation | Malvern | PA | 08/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 08/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: ACADEMY OF THE NEW CHURCH SECONDAY SCHOOL NON-INVESTMENT-RELATED ADDRESS: BRYN ATHYN, PA NATURE OF BUSINESS: RESIDENCE MANAGEMENT POSITION: HOUSE MASTER START DATE: 03/2018 APPROXIMATE HOURS/MONTH: 35 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PROVIDE RESIDENTIAL DORMITORY BOARDING SUPERVISION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-20 |
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