Best Investors Account Sign in
Claim This Profile
Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-21
TX RA APPROVED 2025-05-21
  • PA RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 02/2025 Present
Enterprise Mobility Philadelphia PA 05/2021 01/2025
Sanctuary Wellness Institute Chester Springs PA 05/2020 05/2021
Williamsport Branch Ymca Williamsport PA 07/2019 07/2020
Loyalsock Area School District Loyalsock PA 05/2019 05/2019
Lock Haven University Lock Haven PA 08/2015 05/2019
Eastern Lycoming Ymca Muncy PA 05/2017 08/2018
Lock Haven Ymca Lock Haven PA 08/2017 01/2019
Self-Employed Newtown Square PA 02/2025 Present
Vanguard Marketing Corporation Malvern PA 02/2025 Present
Vanguard Advisers, Inc. Malvern PA 05/2025 Present
  • 02/2025 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2021 → 01/2025
    Enterprise Mobility
    Philadelphia, PA
  • 05/2020 → 05/2021
    Sanctuary Wellness Institute
    Chester Springs, PA
  • 07/2019 → 07/2020
    Williamsport Branch Ymca
    Williamsport, PA
  • 05/2019 → 05/2019
    Loyalsock Area School District
    Loyalsock, PA
  • 08/2015 → 05/2019
    Lock Haven University
    Lock Haven, PA
  • 05/2017 → 08/2018
    Eastern Lycoming Ymca
    Muncy, PA
  • 08/2017 → 01/2019
    Lock Haven Ymca
    Lock Haven, PA
  • 02/2025 → Present
    Self-Employed
    Newtown Square, PA
  • 02/2025 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 05/2025 → Present
    Malvern, PA
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: NEWTOWN SQUARE, PA NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-21
  • S66 Uniform Combined State Law Examination
    2025-05-21
Other Names
  • Calen Ulmer
  • Calen T Ulmer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Malvern, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor