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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-09 |
| TX | RA | APPROVED | 2021-11-09 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 09/2019 | Present |
| Binghamton University | Binghamton | NY | 06/2015 | 05/2019 |
| Unemployed | Scranton | PA | 05/2019 | 09/2019 |
| Vanguard Marketing Corporation | Malvern | PA | 09/2019 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 11/2021 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: DPHILADELPHIA, PA NATURE OF BUSINESS: FIDUCIARY POSITION: CUSTODIAN START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT INVESTOR FOR WIFE ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-30 |
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