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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Td Ameritrade Institutional | Fort Worth | TX | 11/2015 | 11/2017 |
| Fisher Investments | Plano | TX | 08/2022 | 05/2024 |
| Fay Servicing | Dallas | TX | 11/2017 | 02/2020 |
| Stearns Lending | Lewisville | TX | 02/2020 | 07/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2025 | 10/2025 |
| Tiaa | Frisco | TX | 01/2025 | 10/2025 |
| Foguth Financial Group | Traverse City | MI | 07/2024 | 08/2024 |
| Guaranteed Rate | Lewisville | TX | 07/2021 | 05/2022 |
| Planet Fitness | Roanoke | TX | 09/2024 | 02/2025 |
| Premier Resources Llc | Traverse City | MI | 07/2024 | 08/2024 |
| Wal-Mart | Saginaw | TX | 12/2021 | 05/2022 |
| Life Time Fitness | Carrollton | TX | 08/2018 | 03/2021 |
| Unemployed | Roanoke | TX | 06/2022 | 07/2022 |
| Unemployed | Roanoke | TX | 05/2024 | 05/2024 |
| The Vanguard Group, Inc. | Plano | TX | 10/2025 | Present |
| Vanguard Marketing Corporation | Plano | TX | 10/2025 | Present |
| Kylex Mortgages | Longview | TX | 10/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 10/2025 | Present |
| Pizza Hut | Roanoke | TX | 01/2026 | Present |
NAME OF BUSINESS: KYLEX MORTGAGE INVESTMENT-RELATED ADDRESS: LONGVIEW, TX NATURE OF BUSINESS: MORTGAGE BROKER POSITION: MORTGAGE LOAN OFFICER START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 25 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONNECTING HOME BUYERS AND LOAN OFFICERS NAME OF BUSINESS: PIZZA HUT NON-INVESTMENT-RELATED ADDRESS: ROANOKE, TX NATURE OF BUSINESS: RESTAURANT POSITION: DELIVERY DRIVER START DATE: 1/2026 APPROXIMATE HOURS/MONTH: 60 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVER FOOD TO CUSTOMERS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
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