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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Huntersville | NC | 04/2025 | 07/2026 |
| Ymca Of Greater Charlotte | Charlotte | NC | 10/2017 | 10/2024 |
| Agdata | Charlotte | NC | 10/2016 | 07/2017 |
| Hobjoy/Impact Ventures, Llc | Davidson | NC | 06/2013 | 11/2016 |
| Unemployed | Huntersville | NC | 10/2024 | 04/2025 |
| Unemployed | Huntersville | NC | 07/2017 | 10/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2026 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 07/2026 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 07/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: LIFE, ACCIDENT& HEALTH, VARIABLE LIFE & ANNUITY POSITION: N/A START DATE: 08/2015 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: LIFE, ACCIDENT& HEALTH, VARIABLE LIFE, ANNUITY & LONG TERM CARE POSITION: N/A START DATE: 08/2015 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-12 |
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