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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-30
PA RA APPROVED 2026-06-25
VA RA APPROVED 2026-06-25
  • TX RA
    APPROVED
    Since 2026-06-30
  • PA RA
    APPROVED
    Since 2026-06-25
  • VA RA
    APPROVED
    Since 2026-06-25

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 06/2022 06/2024
Obsidian Planning Solutions Rockville MD 05/2021 08/2021
Fairfax Park Authority Oakton VA 05/2018 08/2019
Self Employed Vienna VA 05/2020 08/2020
James Madison High School Vienna VA 08/2014 06/2018
Virginia Tech Blacksburg VA 08/2018 05/2022
The Vanguard Group, Inc. Malvern PA 06/2024 Present
  • 06/2022 → 06/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2021 → 08/2021
    Obsidian Planning Solutions
    Rockville, MD
  • 05/2018 → 08/2019
    Fairfax Park Authority
    Oakton, VA
  • 05/2020 → 08/2020
    Self Employed
    Vienna, VA
  • 08/2014 → 06/2018
    James Madison High School
    Vienna, VA
  • 08/2018 → 05/2022
    Virginia Tech
    Blacksburg, VA
  • 06/2024 → Present
    The Vanguard Group, Inc.
    Malvern, PA
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-02
  • S63 Uniform Securities Agent State Law Examination
    2022-12-02
Designations

View on SEC IAPD

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