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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Wealth Management | San Antonio | TX | 07/2010 | 08/2018 |
| Broadway National Bank | San Antonio | TX | 08/2018 | 05/2023 |
| Sendero Wealth Management, Llc | San Antonio | TX | 05/2023 | 04/2025 |
| The Vanguard Group, Inc. | Plano | TX | 04/2025 | Present |
| University Of Southern California | Los Angeles | CA | 08/2013 | 05/2017 |
| Vanguard Marketing Corporation | Plano | TX | 04/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-15 |
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