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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plancorp | Lubbock | TX | 05/2020 | 08/2020 |
| Texas Tech University | Lubbock | TX | 06/2018 | 05/2019 |
| Texas Tech University | Lubbock | TX | 08/2017 | 12/2020 |
| Hightower Advisors, Llc | Dallas | TX | 01/2021 | 01/2023 |
| Creative Planning, Llc | Dallas | TX | 01/2023 | 06/2023 |
| Hightower Advisors, Llc | Dallas | TX | 06/2023 | 11/2024 |
| Creative Planning, Llc | Dallas | TX | 11/2024 | 05/2025 |
| The Vanguard Group, Inc,. | Plano | TX | 05/2025 | Present |
| San Juan College | Farmington | NM | 08/2016 | 06/2017 |
| Vanguard Marketing Corporation | Plano | TX | 05/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-22 |
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