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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center Pointe Consulting | Austin | TX | 01/2019 | 03/2020 |
| Castle Hill Fitness | Austin | TX | 11/2002 | 10/2018 |
| Thrivent Investment Management Inc | Cedar Park | TX | 04/2019 | 01/2020 |
| Thrivent Financial | Cedar Park | TX | 04/2019 | 01/2020 |
| Jp Morgan Securities, Llc | Austin | TX | 01/2020 | 06/2026 |
| Jp Morgan Chase Bank, N.A. | Austin | TX | 01/2020 | 06/2026 |
| Unemployed | Round Rock | TX | 11/2018 | 12/2018 |
| The Vanguard Group, Inc. | Plano | TX | 06/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 06/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 06/2026 | Present |
NAME OF BUSINESS: UNIVERSITY PRESBYTERIAN CHURCH INVESTMENT-RELATED ADDRESS: AUSTIN, TX NATURE OF BUSINESS: BOARD MEMBERSHIP POSITION: BOARD MEMBER FINANCE COMMITTEE START DATE: 03/2019 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REVIEW FINANCIAL REPORTS AND DISCUSS CHURCH'S FINANCIAL NEEDS NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: ROUND ROCK, TX NATURE OF BUSINESS: LIFE & HEALTH POSITION: N/A START DATE: 08/2019 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-07 |
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