Rachel Lynn Whitfield

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	05/2020	04/2025
Atmosphere Catering	Calabasas	CA	05/2017	07/2017
Bank Of America, N.A.	Charlotte	NC	06/2019	08/2019
University Of South Carolina	Columbia	SC	08/2016	05/2020
Bank Of America, N.A.	Dallas	TX	08/2020	04/2025
The Vanguard Group, Inc.	Plano	TX	09/2025	Present
Vanguard Marketing Corporation	Plano	TX	09/2025	Present
Unemployed	Dallas	TX	04/2025	09/2025
Vanguard Advisers, Inc.	Plano	TX	09/2025	Present

05/2020 → 04/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
05/2017 → 07/2017

Atmosphere Catering

Calabasas, CA
06/2019 → 08/2019

Bank Of America, N.A.

Charlotte, NC
08/2016 → 05/2020

University Of South Carolina

Columbia, SC
08/2020 → 04/2025

Bank Of America, N.A.

Dallas, TX
09/2025 → Present

The Vanguard Group, Inc.

Plano, TX
09/2025 → Present

Vanguard Marketing Corporation

Plano, TX
04/2025 → 09/2025

Unemployed

Dallas, TX
09/2025 → Present

Vanguard Advisers, Inc.

Plano, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-11

Other Firms