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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| PA | RA | APPROVED | 2026-04-21 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill | Wayne | PA | 07/2019 | 01/2020 |
| Knights Of Columbus Insurance | King Of Prussia | PA | 06/2017 | 07/2019 |
| Unemployed | Eagleville | PA | 07/2016 | 06/2017 |
| Bank Of America N.A. | Wayne | PA | 07/2019 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Wayne | PA | 04/2020 | 04/2022 |
| Unemployed | Eagleville | PA | 02/2020 | 03/2020 |
| Merrill | Wayne | PA | 05/2022 | 04/2024 |
| Bank Of America N.A. | Wayne | PA | 05/2022 | 04/2024 |
| Citizens Securities Inc. | King Of Prussia | PA | 04/2024 | 09/2024 |
| Citizens Bank, N.A. | King Of Prussia | PA | 04/2024 | 09/2024 |
| Santander Securities, Llc | Conshohocken | PA | 03/2025 | 02/2026 |
| Santander Investment Services | Conshohocken | PA | 09/2024 | 03/2025 |
| Vanguard Marketing Corporation | Malvern | PA | 03/2026 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 03/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 03/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: KING OF PRUSSIA, PA NATURE OF BUSINESS: ACCIDENT & HEALTH, LIFE & FIXED ANNUITIES, VARIABLE LIFE/VARIABLE ANNUITY POSITION: N/A START DATE: 7/2017 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-24 |
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