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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Philadelphia | PA | 09/2024 | 04/2025 |
| Unemployed | Philadelphia | PA | 10/2023 | 09/2024 |
| Accenture | Philadelphia | PA | 10/2020 | 10/2023 |
| Drexel University | Philadelphia | PA | 09/2016 | 06/2020 |
| Schnader Harrison Segal & Lewis | Philadelphia | PA | 04/2019 | 09/2019 |
| Nova Play Labs | Fairfax | VA | 06/2016 | 09/2016 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 09/2025 | Present |
| Unemployed | Philadelphia | PA | 06/2020 | 10/2020 |
| Unemployed | Cherry Hill | NJ | 04/2025 | 09/2025 |
| Vanguard Advisers, Inc. | Malvern | PA | 12/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MALVERN, PA NATURE OF BUSINESS: LIFE INSURANCE LICENSE POSITION: N/A START DATE: 09/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
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