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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Cycle Center And Bmw Motorcycles Of Denton | Denton | TX | 06/2016 | 09/2023 |
| Northwestern Mutual Life Insurance Company | Irving | TX | 07/2023 | 06/2024 |
| Northwestern Mutual Investment Services, Llc | Irving | TX | 10/2023 | 06/2024 |
| Charles Schwab & Co., Inc. | Dallas | TX | 06/2024 | 12/2025 |
| Charles Schwab Bank Ssb | Dallas | TX | 03/2025 | 12/2025 |
| The Vanguard Group, Inc. | Plano | TX | 02/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 02/2026 | Present |
| Texas Securities, Inc. | Carrollton | TX | 10/2020 | 05/2021 |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: DALLAS, TX NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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