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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 05/2020 | 02/2023 |
| Fifth Third Bank | Cincinnati | OH | 01/2020 | 05/2020 |
| Education At Work - Fidelity Investments | Covington | KY | 10/2017 | 12/2019 |
| The Kroger Company | Cincinnati | OH | 08/2014 | 12/2017 |
| Northern Kentucky University | Highland Heights | KY | 05/2016 | 12/2019 |
| Fidelity Investments | Cincinatti | OH | 03/2025 | 06/2025 |
| The Vanguard Group, Inc. | Plano | TX | 07/2025 | Present |
| Fidelity Investments | Cincinatti | OH | 02/2023 | 06/2025 |
| Fidelity Investments | Fort Worth | TX | 07/2025 | 07/2025 |
| Fidelity Investments | Fort Worth | TX | 07/2025 | 07/2025 |
| Vanguard Marketing Corporation | Plano | TX | 07/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-15 |
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