George Steven Evdemon

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

Authority	Category	Status	Date
SC	RA	APPROVED	2020-04-29
NC	RA	APPROVED	2014-10-27
TX	RA	APPROVED	2014-10-27

SC RA
APPROVED

Since 2020-04-29
NC RA
APPROVED

Since 2014-10-27
TX RA
APPROVED

Since 2014-10-27

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	02/1998	Present

02/1998 → Present

The Vanguard Group, Inc.

Charlotte, NC

Previous Registrations

2002-04-25 → 2007-05-21

Vanguard Advisers, Inc.

Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-04-19
S63	Uniform Securities Agent State Law Examination	1993-10-11

S65 Uniform Investment Adviser Law Examination

2002-04-19
S63 Uniform Securities Agent State Law Examination

1993-10-11

Designations

Certified Financial Planner

View on SEC IAPD