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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-09 |
| PA | RA | APPROVED | 2022-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 10/2022 |
| The Vanguard Group, Inc. | Malvern | PA | 10/2022 | Present |
| Self-Employed | Paoli | PA | 01/2012 | Present |
| Self-Employed | Paoli | PA | 04/2014 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 10/2022 | Present |
| Self-Employed | Paoli | PA | 03/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 10/2022 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: PAOLI, PA NATURE OF BUSINESS: ENTERTAINMENT POSITION: ACTOR START DATE: 01/2012 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ACT IN ROLES IN FILM/TV/WEB VIDEOS/STAGE NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: PAOLI, PA NATURE OF BUSINESS: PUBLISHING POSITION: AUTHOR START DATE: 04/2014 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PROMOTE BOOK NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: PAOLI, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 07/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: PAOLI, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 04/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: PAOLI, PA NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-05 |
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