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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-14 |
| TX | RA | APPROVED | 2021-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2021 | 06/2022 |
| Money Education Center | College Station | TX | 05/2019 | 04/2021 |
| Reynolds & Reynolds | College Station | TX | 06/2020 | 07/2020 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2021 |
| Big Lots | College Station | TX | 10/2018 | 02/2019 |
| Toys"R"Us | Mesquite | TX | 12/2017 | 12/2017 |
| Albertsons | Dallas | TX | 05/2017 | 08/2017 |
| Domino's | Dallas | TX | 05/2017 | 05/2017 |
| Skyline High School | Dallas | TX | 08/2013 | 05/2017 |
| The Vanguard Group, Inc. | Plano | TX | 06/2022 | Present |
| Moncast Tax Services, Llc | Denton | TX | 02/2024 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: MONCAST TAX SERVICES, LLC NON-INVESTMENT RELATED ADDRESS: DENTON, TEXAS NATURE OF BUSINESS: TAX SERVICES POSITION: OWNER/TAX PREPARER START DATE: 02/2024 APPROX. HOURS/MONTH: 60 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COMPLETE TAX FORMS FOR CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
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