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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-16 |
| PA | RA | APPROVED | 2016-06-17 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 03/2001 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 03/2001 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 06/2016 | Present |
| Summit Valley Holdings, Llc | Fleetwood | PA | 05/2021 | Present |
NAME OF BUSINESS: SUMMIT VALLEY HOLDINGS, LLC INVESTMENT-RELATED ADDRESS: FLEETWOOD, PA NATURE OF BUSINESS: RENTAL PROPERTY POSITION: LANDLORD/OWNER START DATE: 05/2021 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-24 |
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