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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-07-28 |
| TX | RA | APPROVED | 2015-07-24 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2015 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 07/2015 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 07/2015 | Present |
NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: BELMONT, NC NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 04/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: FIDUCIARY NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: BELMONT, NC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 04/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: FIDUCIARY NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: BELMONT, NC NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 08/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: FULL AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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