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Anna Katherine York

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 8165420

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Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-21
TX RA APPROVED 2026-01-21
  • AZ RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED
    Since 2026-01-21

Branch Locations

14321 N Northsight Blvd, Scottsdale, AZ 85260 • 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. Scottsdale AZ 10/2025 Present
Vanguard Marketing Corporation Scottsdale AZ 10/2025 Present
La Paloma Country Club Tucson AZ 10/2024 05/2025
Hensley Beverage Company Phoenix AZ 02/2023 Present
Advantage Solutions Phoenix AZ 08/2024 Present
The University Of Arizona Phoenix AZ 08/2021 05/2025
Doordash Tucson AZ 09/2022 12/2022
Teksystems Phoenix AZ 06/2025 07/2025
Self-Employed Tucson AZ 12/2021 06/2024
Frito-Lay Tucson AZ 06/2024 08/2024
Catalina Foothills Church Tucson AZ 09/2024 12/2024
Chick-Fil-A Grayslake IL 01/2020 08/2022
Homeschooled Graylake IL 08/2014 06/2021
Lone Star Community College Kingwood TX 08/2019 12/2019
College Of Lake County Grayslake IL 01/2020 06/2021
Self-Employed Tucson AZ 12/2021 06/2024
Vanguard Adviser's, Inc. Scottsdale AZ 01/2026 Present
  • 10/2025 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 10/2025 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 10/2024 → 05/2025
    La Paloma Country Club
    Tucson, AZ
  • 02/2023 → Present
    Hensley Beverage Company
    Phoenix, AZ
  • 08/2024 → Present
    Advantage Solutions
    Phoenix, AZ
  • 08/2021 → 05/2025
    The University Of Arizona
    Phoenix, AZ
  • 09/2022 → 12/2022
    Doordash
    Tucson, AZ
  • 06/2025 → 07/2025
    Teksystems
    Phoenix, AZ
  • 12/2021 → 06/2024
    Self-Employed
    Tucson, AZ
  • 06/2024 → 08/2024
    Frito-Lay
    Tucson, AZ
  • 09/2024 → 12/2024
    Catalina Foothills Church
    Tucson, AZ
  • 01/2020 → 08/2022
    Chick-Fil-A
    Grayslake, IL
  • 08/2014 → 06/2021
    Homeschooled
    Graylake, IL
  • 08/2019 → 12/2019
    Lone Star Community College
    Kingwood, TX
  • 01/2020 → 06/2021
    College Of Lake County
    Grayslake, IL
  • 12/2021 → 06/2024
    Self-Employed
    Tucson, AZ
  • 01/2026 → Present
    Scottsdale, AZ
Other Businesses

NAME OF BUSINESS: ADVANTAGE SOLUTIONS NON-INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: BEVERAGE MARKETING POSITION: BRAND AMBASSADOR START DATE: 08/2024 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BEVERAGE SAMPLING AND BRAND ACTIVATIONS NAME OF BUSINESS: HENSLEY BEVERAGE COMPANY NON-INVESTMENT-RELATED ACTIVITY ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: BEVERAGE MARKETING POSITION: MARKETING ACTIVATION REPRESENTATIVE START DATE: 02/2023 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ON PREMISE BRAND ACTIVATIONS AND BEVERAGE SAMPLING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-26
  • S66 Uniform Combined State Law Examination
    2025-12-26
Other Names
  • Anna York
  • Anna K York

View on SEC IAPD

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