Lisa Jane Lisack-mettler

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2020-09-23
TX	RA	APPROVED	2020-09-18

Branch Locations

14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States

Cave Creek, AZ • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Scottsdale	AZ	07/2018	Present
Alhambra Unified School District / Carol G Peck School	Glendale	AZ	07/2017	05/2018
Peoria Unified School District / Vistancia Elementary	Peoria	AZ	07/2008	05/2017
Vanguard Marketing Corporation	Scottsdale	AZ	07/2018	Present
Vanguard Advisers, Inc.	Scottsdale	AZ	09/2020	Present

07/2018 → Present

The Vanguard Group, Inc.

Scottsdale, AZ
07/2017 → 05/2018

Alhambra Unified School District / Carol G Peck School

Glendale, AZ
07/2008 → 05/2017

Peoria Unified School District / Vistancia Elementary

Peoria, AZ
07/2018 → Present

Vanguard Marketing Corporation

Scottsdale, AZ
09/2020 → Present

Vanguard Advisers, Inc.

Scottsdale, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-15
S63	Uniform Securities Agent State Law Examination	2018-09-05

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