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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 10/2024 | 12/2025 |
| Standish Management Us, Llc | Dallas | TX | 10/2023 | 02/2024 |
| Cliftonlarsonallen, Llp | Dallas | TX | 11/2021 | 06/2023 |
| Trinity Private Equity Group | Southlake | TX | 11/2020 | 09/2021 |
| Origins Behavioral Healthcare | Dallas | TX | 08/2018 | 08/2019 |
| Hewlett Packard Enterprises | Frisco | TX | 09/2016 | 12/2017 |
| Baylor University | Dallas | TX | 01/2015 | 05/2017 |
| Self-Employed | Little Elm | TX | 02/2020 | 02/2021 |
| Self-Employed | Dallas | TX | 08/2019 | 09/2019 |
| Self-Employed | Dallas | TX | 02/2020 | 04/2020 |
| Self-Employed | Dallas | TX | 08/2018 | 10/2018 |
| Self-Employed | Dallas | TX | 01/2018 | 04/2018 |
| Self-Employed | Denton | TX | 11/2017 | 06/2024 |
| Self-Employed | Dallas | TX | 11/2017 | 10/2019 |
| Self-Employed | Denton | TX | 03/2012 | 07/2024 |
| Bank Of America, N.A. | Plano | TX | 10/2024 | 12/2025 |
| The Vanguard Group, Inc. | Plano | TX | 01/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 01/2026 | Present |
| Vanguard Advisers, Inc, | Plano | TX | 01/2026 | Present |
| Signature Etiquette, Llc | Denton | TX | 03/2023 | Present |
NAME OF BUSINESS: SIGNATURE ETIQUETTE, LLC NON-INVESTMENT-RELATED ADDRESS: DENTON, TX NATURE OF BUSINESS: ETIQUETTE POSITION: OWNER START DATE: 03/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
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