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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Plano | TX | 11/2019 | 01/2021 |
| Mitchell Clark & Company | Brenham | TX | 12/2018 | 10/2019 |
| Efficient Wealth Management | The Woodlands | TX | 08/2018 | 11/2018 |
| Texas A&M University | College Station | TX | 11/2017 | 05/2018 |
| Guaranty Bank & Trust | College Station | TX | 02/2017 | 02/2017 |
| Us Navy | San Diego | CA | 08/2007 | 01/2017 |
| Parkway Wealth Management Support Company | Plano | TX | 11/2019 | 01/2021 |
| Texas A&M University | College Station | TX | 01/2017 | 12/2018 |
| Raymond James Financial Services Advisors, Inc. | Plano | TX | 08/2020 | 01/2021 |
| On Point Financial Planning, Plllc | Princeton | TX | 02/2021 | 08/2022 |
| Parkway Wealth Management Group | Plano | TX | 05/2018 | 08/2018 |
| Woodson Wealth Managment | Round Rock | TX | 09/2022 | 09/2023 |
| Origin Investment Advisory | Round Rock | TX | 09/2022 | 01/2023 |
| Legacy Consulting Group | Plano | TX | 10/2023 | 03/2025 |
| Vanguard Marketing Corporation | Plano | TX | 05/2025 | Present |
| Creighton University | Plano | TX | 08/2024 | Present |
| The Vanguard Group, Inc. | Plano | TX | 05/2025 | Present |
| Tiny Seed Workshop | Plano | TX | 07/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 07/2025 | Present |
NAME OF BUSINESS: TINY SEED WORKSHOP NON-INVESTMENT-RELATED ADDRESS: PLANO, TX NATURE OF BUSINESS: SOLE-PROPRIETOR OF WOODWORKING BUSINESS POSITION: OWNER START DATE: 07/2026 APPROXIMATE HOURS/MONTH: 16 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CREATE, SELL, ADVERTISE WOODWORKING PROJECTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-28 |
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
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