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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-05 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 02/2025 | 01/2026 |
| Comparion Insurance Agency (A Subsidiary Of Liberty Mutual) | Philadelphia | PA | 01/2024 | 02/2025 |
| Hirst Enterprises | Fountainville | PA | 10/2023 | 01/2024 |
| Ciocca Dealerships | Flemington | NJ | 10/2022 | 10/2023 |
| United States Marine Corps | Camp Lejeune | NC | 05/2020 | 10/2022 |
| Council Rock High School North | Newtown | PA | 09/2016 | 05/2020 |
| Grey Nun Academy | Newtown | PA | 09/2014 | 09/2016 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 10/2025 | 01/2026 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 01/2026 | Present |
| Self-Employed | Philadelphia | PA | 11/2025 | 11/2025 |
| Vanguard Advisers, Inc. | Malvern | PA | 03/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: PA PROPERTY CASUALTY AND LIFE INSURANCE LICENSE POSITION: N/A START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-15 |
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