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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2005 | 12/2023 |
| World Investment Advisors, Llc | Tempe | AZ | 01/2024 | 09/2024 |
| Pensionmark Securities, Llc | Tempe | AZ | 01/2024 | 09/2024 |
| Alera Investment Advisors, Llc | Scottsdale | AZ | 01/2025 | 09/2025 |
| Benefits Commerce Group | Scottsdale | AZ | 01/2025 | 09/2025 |
| Unemployed | Phoenix | AZ | 09/2024 | 01/2025 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2025 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 09/2025 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 09/2025 | Present |
| Sequoia Consulting Group | Tempe | AZ | 12/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-16 |
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