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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-21 |
| TX | RA | APPROVED | 2022-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2020 | Present |
| Furman University | Greenville | SC | 08/2016 | 05/2017 |
| Liberty University | Lynchburg | VA | 08/2017 | 05/2020 |
| Target | Charlotte | NC | 06/2019 | 08/2020 |
| Coachup, Inc | Newton | MA | 11/2020 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 09/2020 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 06/2022 | Present |
NAME OF BUSINESS: COACHUP, INC NON-INVESTMENT-RELATED ADDRESS: NEWTON, MA NATURE OF BUSINESS: PRIVATE FOOTBALL COACHING POSITION: COACH START DATE: 11/2020 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRIVATE FOOTBALL COACHING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-21 |
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