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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/1990 | 01/2022 |
| Pottstown Senior High School | Pottstown | PA | 11/2017 | 03/2020 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2025 | Present |
| Kutstown University | Kutztown | PA | 01/2022 | 09/2024 |
| Reading Area Community College | Reading | PA | 06/2023 | 12/2023 |
| Unemployed | Bernville | PA | 09/2024 | 01/2025 |
| Kelly Education | Reading | PA | 09/2024 | 09/2024 |
| Vanguard Marketing Corporation | Malvern | PA | 01/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 01/2025 | Present |
NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: BERNVILLE, PA NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 08/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: BERNVILLE, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 03/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POWER OF ATTORNEY NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: FOUR OAKS, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 09/2015 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-01 |
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