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Casey Jean Mccallister

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-10-25
TX RA APPROVED 2022-10-25
  • PA RA
    APPROVED
    Since 2022-10-25
  • TX RA
    APPROVED
    Since 2022-10-25

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 Malvern PA 06/2021 Present
The Preppy Palm Avalon NJ 06/2014 08/2020
The Keswick Tavern Glenside PA 07/2018 08/2018
Abington High School Abington PA 08/2014 06/2017
Lehigh University Bethlehem PA 08/2017 06/2021
Vanguard Marketing Corporation Malvern PA 06/2021 Present
Vanguard Advisers, Inc. Malvern PA 06/2021 Present
  • 06/2021 → Present
    The Vanguard Group, Inc
    Malvern, PA
  • 06/2014 → 08/2020
    The Preppy Palm
    Avalon, NJ
  • 07/2018 → 08/2018
    The Keswick Tavern
    Glenside, PA
  • 08/2014 → 06/2017
    Abington High School
    Abington, PA
  • 08/2017 → 06/2021
    Lehigh University
    Bethlehem, PA
  • 06/2021 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 06/2021 → Present
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-17
S63 Uniform Securities Agent State Law Examination 2021-08-16
  • S66 Uniform Combined State Law Examination
    2022-10-17
  • S63 Uniform Securities Agent State Law Examination
    2021-08-16

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

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