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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tristate Financial Advisors | Philadelphia | PA | 09/2025 | 01/2026 |
| Creative Cabinetry | Palm | PA | 06/2015 | 08/2025 |
| Herb's Landscaping | Telford | PA | 05/2024 | 08/2024 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 02/2026 | Present |
| Target | Quakertown | PA | 11/2025 | 01/2026 |
| Pvh Corporation | Lancaster | PA | 08/2022 | 03/2023 |
| Millersville University | Millersville | PA | 08/2021 | 05/2025 |
| Vanguard Advisers, Inc. | Malvern | PA | 05/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: RED HILL, PA NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 09/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-02 |
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