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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2019 | 05/2025 |
| Bank Of America, N.A. | Chandler | AZ | 08/2015 | 05/2025 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 02/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 02/2026 | Present |
| Unemployed | Mesa | AZ | 05/2025 | 02/2026 |
| Lost Forest Woodworking, Llc | Mesa | AZ | 02/2025 | Present |
NAME OF BUSINESS: LOST FOREST WOODWORKING, LLC NON-INVESTMENT-RELATED ADDRESS: MESA, ARIZONA NATURE OF BUSINESS: WOODWORKING POSITION: OWNER START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CRAFTING, BUILDING PROJECTS REQUESTED OF THE BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-02 |
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