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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 07/2005 | 03/2025 |
| The Vanguard Group, Inc. | Charlotte | NC | 03/2025 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 03/2025 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 03/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: STANLEY, NC NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE LICENSE POSITION: N/A START DATE: 08/2007 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: LENOIR, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-07 |
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