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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-17 |
| TX | RA | APPROVED | 2021-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas A&M University | College Station | TX | 01/2017 | 12/2018 |
| Texas A&M University | College Station | TX | 08/2017 | 12/2018 |
| Reynolds & Reynolds | College Station | TX | 11/2015 | 10/2016 |
| Ameriprise Financial Services Llc | Fort Worth | TX | 01/2019 | 07/2021 |
| The Vanguard Group, Inc. | Plano | TX | 09/2021 | Present |
| Frisco Financial Planning | Frisco | TX | 08/2016 | 08/2018 |
| Vanguard Marketing Corporation | Plano | TX | 09/2021 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-11 |
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