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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Dallas | TX | 07/2024 | 01/2026 |
| Pfs Investments, Inc. | Dallas | TX | 11/2024 | 01/2026 |
| Talento Services | Frisco | TX | 08/2021 | 01/2026 |
| First United Methodist Church Of Denton | Denton | TX | 08/2022 | 07/2026 |
| First United Methodist Church Of Mckinney | Mckinney | TX | 09/2018 | 08/2022 |
| Frisco School Of Music | Frisco | TX | 08/2018 | 07/2020 |
| First United Methodist Church Of Plano | Plano | TX | 10/2017 | 09/2018 |
| Earls Kitchen And Bar | Plano | TX | 05/2017 | 08/2017 |
| Taco Cabana | Frisco | TX | 10/2013 | 04/2017 |
| University Of North Texas | Denton | TX | 08/2015 | 05/2020 |
| The Vanguard Group, Inc. | Plano | TX | 02/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 04/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: FRISCO, TX NATURE OF BUSINESS: INSURANCE 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 | 2026-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-15 |
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