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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-18
  • TX RA
    APPROVED
    Since 2026-08-18

Branch Locations

7900 Windrose Ave, Plano, TX 75024 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake TX 06/2019 07/2026
Ups Irving TX 10/2008 09/2019
Charles Schwab Bank, Ssb Westlake TX 02/2021 07/2026
The Vanguard Group, Inc. Plano TX 08/2026 Present
Vanguard Mrketing Corporation Plano TX 08/2026 Present
Vanguard Advisers, Inc. Plano TX 08/2026 Present
  • 06/2019 → 07/2026
    Westlake, TX
  • 10/2008 → 09/2019
    Ups
    Irving, TX
  • 02/2021 → 07/2026
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 08/2026 → Present
    The Vanguard Group, Inc.
    Plano, TX
  • 08/2026 → Present
    Vanguard Mrketing Corporation
    Plano, TX
  • 08/2026 → Present
    Plano, TX
Previous Registrations
  • 2020-01-24 → 2026-08-05
    Fort Worth, TX
    Brea, CA
    Seal Beach, CA
    Westlake, TX
    Brea, CA
    Dallas, TX
    Dallas, TX
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-24
  • S66 Uniform Combined State Law Examination
    2020-01-24
Other Names
  • Shawn Mccallum

View on SEC IAPD

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