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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
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 |
|---|---|---|---|---|
| Citizens Bank | Jenkintown | PA | 10/2020 | 03/2022 |
| Citizens Bank | Abington | PA | 02/2018 | 08/2020 |
| Gnc | Willow Grove | PA | 01/2016 | 03/2017 |
| Cigar Cigars | Horsham | PA | 04/2017 | 01/2018 |
| Citizens Securities Inc. | Abington | PA | 09/2019 | 08/2020 |
| Lincoln Financial Advisors Corporation | Philadelphia | PA | 03/2022 | 02/2023 |
| Lincoln Financial Securities | Philadelphia | PA | 03/2022 | 02/2023 |
| Aon | Fort Washington | PA | 03/2023 | 01/2026 |
| Aon Securities Llc | Fort Washington | PA | 03/2023 | 01/2026 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 01/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 02/2026 | Present |
| Southern New Hampshire University | Landsdale | PA | 08/2021 | 08/2025 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: ROYERSFORD, PA NATURE OF BUSINESS: PROPERTY & CASUALTY INSURANCE LICENSE POSITION: N/A START DATE: 09/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: ROYERSFORD, PA NATURE OF BUSINESS: LIFE, HEALTH, VARIABLE INSURANCE LICENSE POSITION: N/A START DATE: 12/2019 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-04 |
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