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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-12 |
| TX | RA | APPROVED | 2025-12-12 |
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 |
|---|---|---|---|---|
| United States Liability Insurance | Wayne | PA | 09/2017 | 05/2018 |
| A Duie Pyle Inc | West Chester | PA | 03/2017 | 03/2018 |
| West Chester University | West Chester | PA | 09/2014 | 06/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2018 | 06/2021 |
| Brinker Capital Investments, Llc | Berwyn | PA | 06/2021 | 03/2022 |
| Lincoln Financial Distributors | Radnor | PA | 04/2022 | 10/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 10/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 10/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 12/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MORGANTOWN, PA NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 07/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
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