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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-21 |
| TX | RA | APPROVED | 2021-11-21 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2018 | Present |
| Data Recognition Corporation | King Of Prussia | PA | 04/2018 | 06/2018 |
| Grand Lux Cafe | King Of Prussia | PA | 05/2015 | 09/2017 |
| Eastern University | Wayne | PA | 08/2013 | 05/2017 |
| Unemployed | King Of Prussia | PA | 09/2017 | 02/2018 |
| Ses Philadelphia | Philadelphia | PA | 02/2018 | 03/2018 |
| Vanguard Marketing Corporation | Malvern | PA | 07/2018 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 11/2021 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: THORNDALE, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 09/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: FIDUCIARY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-05 |
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