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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED | 2025-10-09 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 08/2024 | 07/2025 |
| Wells Fargo Bank, Na | Conshohocken | PA | 03/2023 | 07/2025 |
| United States Marine Corps | Fort Dix | NJ | 09/2019 | Present |
| At&T | King Of Prussia | PA | 10/2021 | 03/2023 |
| Td Bank | Conshohocken | PA | 10/2020 | 10/2021 |
| Go Puff | West Chester | PA | 01/2020 | 10/2020 |
| Montgomery County Community College | Blue Bell | PA | 08/2019 | 05/2024 |
| La Fitness | Bala Cynwyd | PA | 06/2019 | 09/2019 |
| Panera Bread | Havertown | PA | 08/2018 | 06/2019 |
| Lower Merion High School | Ardmore | PA | 08/2017 | 05/2019 |
| Academy Park High School | Sharon Hill | PA | 08/2015 | 06/2017 |
| Self-Employed | Coatesville | PA | 07/2023 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 07/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 07/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 10/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: COATESVILLE, PA NATURE OF BUSINESS: LIFE & HEALTH INSURANCE LICENSE POSITION: N/A START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: NOTARY PUBLIC COMMISION NON-INVESTMENT-RELATED POSITION: NOTARY PUBLIC ADDRESS: COATESVILLE, PA START DATE: 02/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NOTARIZE DOCUMENTS NAME OF BUSINESS: UNITED STATES MARINE CORPS NON-INVESTMENT-RELATED ADDRESS: FORT DIX, NEW JERSEY NATURE OF BUSINESS: MILITARY POSITION: SERVICE MEMBER START DATE: 09/2019 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SUPERVISION AND MENTORING OF PERSONNEL NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: COASTESVILLE, PA NATURE OF BUSINESS: WHOLESALER POSITION: COFFEE WHOLESALER START DATE: 07/2023 APPROXIMATE HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COFFEE WHOLESALER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-25 |
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