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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-05-11 |
| TX | RA | APPROVED | 2020-05-11 |
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 |
|---|---|---|---|---|
| Swb Yankees | Moosic | PA | 04/2013 | 10/2019 |
| Janney Montgomery Scott Llc | Moosic | PA | 06/2016 | 04/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2020 | Present |
| Assurance Iq | Bellevue | WA | 10/2019 | 05/2024 |
| Unemployed | Dunmore | PA | 05/2019 | 10/2019 |
| Sinclair Broadcasting | Wilkes-Barre | PA | 07/2018 | 02/2020 |
| Self-Employed | Newtown Square | PA | 10/2024 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT RELATED ADDRESS: NEWTOWN SQUARE, PA NATURE OF BUSINESS: INSURANCE SALES POSITION: REMOTE CONTRACTOR WITH EHEALTH START DATE: 10/2024 APPROX. HOURS/MONTH: 100 HOURS DEVOTED DURING TRADING HOURS: 21 DUTIES: SELLING MEDICARE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-03 |
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