William P Rowland

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	2012-10-22
TX	RA	APPROVED	2012-10-22

SC RA
APPROVED

Since 2020-04-29
NC RA
APPROVED

Since 2012-10-22
TX RA
APPROVED

Since 2012-10-22

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
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	07/2008	Present
Event Sourcing Carolinas	Fort Mill	SC	09/2018	Present
Vanguard Marketing Corporation	Charlotte	NC	07/2008	Present

07/2008 → Present

The Vanguard Group, Inc.

Charlotte, NC
09/2018 → Present

Event Sourcing Carolinas

Fort Mill, SC
07/2008 → Present

Vanguard Marketing Corporation

Charlotte, NC

Other Businesses

NAME OF BUSINESS: EVENT SOURCING CAROLINAS NON-INVESTMENT-RELATED ADDRESS: FORT MILL, SC NATURE OF BUSINESS: TICKET SALES POSITION: OWNER START DATE: 9/2018 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BUYING AND RESELLING EVENT TICKETS NAME OF BUSINESS: RENTAL PROPERTY I INVESTMENT-RELATED ADDRESS: HOT SPRINGS, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY II INVESTMENT-RELATED ADDRESS: HOT SPRINGS, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 11/2025 APPROXIMATE HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-08-12

S63 Uniform Securities Agent State Law Examination

2008-08-12

Designations

Certified Financial Planner

View on SEC IAPD