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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tucker Asset Management Llc | Gilbert | AZ | 07/2019 | 12/2024 |
| Position Sports | Mesa | AZ | 01/2012 | 12/2022 |
| Loskill Financial Group L.L.C. | Gilbert | AZ | 07/2019 | 12/2024 |
| Better Day Financial Llc | Gilbert | AZ | 09/2024 | 06/2025 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2025 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2025 | Present |
| Shoop Investments Llc | Gilbert | AZ | 01/2022 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: SHOOP INVESTMENTS LLC INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: 01/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OVERSIGHT, FINANCIAL MANAGEMENT, COMPLIANCE, DOCUMENTATION, AND COMMUNICATION NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: LIFE INSURANCE POSITION: N/A START DATE: 10/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-10 |
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