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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED_RES | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great American Insurance Group | Paoli | PA | 05/2017 | 05/2021 |
| Unemployed | Paoli | PA | 01/2016 | 05/2017 |
| Mm Ascend Life Investor Services Llc | Paoli | PA | 05/2017 | 01/2026 |
| The Vanguard Group, Inc. | Malvern | PA | 05/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 05/2026 | Present |
| Unemployed | Paoli | PA | 01/2026 | 05/2026 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PAOLI, PA NATURE OF BUSINESS: PA LIFE ACCIDENT & HEALTH PLUS VARIABLE LIFE AND VARIABLE ANNUITY POSITION: N/A START DATE: 06/2016 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-24 |
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