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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED_RES | 2026-02-24 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wilmington | DE | 06/2018 | 01/2024 |
| Discover Financial Services | New Castle | DE | 07/2016 | 06/2018 |
| Ameriprise Financial Services, Llc | Wilmington | DE | 02/2024 | 09/2025 |
| Unemployed | Philadelphia | PA | 09/2025 | 01/2026 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 01/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 01/2026 | Present |
| Orth Financial Group | Wilmington | DE | 06/2018 | 01/2024 |
| Point To Point Wealth Planning | Wilmington | DE | 02/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-09 |
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