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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-25 |
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Reading | PA | 05/2024 | 02/2025 |
| Pennsylvania State University | University Park | PA | 08/2019 | 05/2024 |
| Exeter Township Senior High School | Reading | PA | 08/2014 | 06/2019 |
| Sweet Street | Reading | PA | 05/2019 | 08/2019 |
| Towne Park | Reading | PA | 05/2020 | 08/2021 |
| Elite Edge Llc | Malvern | PA | 05/2021 | 08/2021 |
| Sunrise Logistics, Inc. | Ephrata | PA | 05/2022 | 08/2022 |
| Penske Truck Leasing | Reading | PA | 05/2023 | 08/2023 |
| Keybank | Pottstown | PA | 09/2025 | 07/2026 |
| Key Investment Services Llc | Pottstown | PA | 09/2025 | 07/2026 |
| Equitable Advisors, Llc | Reading | PA | 02/2025 | 06/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 08/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-16 |
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