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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-11-10 |
| TX | RA | APPROVED | 2022-11-10 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2021 | Present |
| De Lage Landen Financial | Wayne | PA | 08/2020 | 01/2021 |
| Legend Financial Advisors | Pittsburgh | PA | 01/2019 | 05/2020 |
| Sneaker Villa / Dtlr | Pittsburgh | PA | 09/2017 | 12/2018 |
| Brighton Hot Dog Shoppe | Moon Township | PA | 10/2016 | 09/2017 |
| Robert Morris University | Moon Township | PA | 08/2016 | 05/2020 |
| Jamison Lawn Care | Jamison | PA | 05/2018 | 08/2018 |
| Unemployed | Quakertown | PA | 05/2020 | 08/2020 |
| Self-Employed | Drexel Hill | PA | 07/2022 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 01/2021 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 11/2022 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: DREXEL HILL, PA NATURE OF BUSINESS: RETAIL POSITION: OWNER START DATE: 7/2022 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES, MARKETING NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: DREXEL HILL, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-23 |
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