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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-04 |
| TX | RA | APPROVED | 2022-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 08/2021 | 10/2021 |
| Operatix | Dallas | TX | 08/2016 | 03/2017 |
| Bank Of America, N.A. | Frisco | TX | 04/2017 | 02/2022 |
| The Vanguard Group, Inc. | Plano | TX | 02/2022 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2022 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-21 |
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