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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-05 |
| TX | RA | APPROVED | 2019-09-05 |
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 |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Malvern | PA | 06/2018 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 06/2018 | Present |
| Unemployed | Philadelphia | PA | 01/2016 | 01/2017 |
| Big Red Pedal Tours | Philadelphia | PA | 03/2017 | 05/2018 |
| Self Employed Consultant | Philadelphia | PA | 01/2017 | 06/2017 |
| Project Management Institute | Newtown Square | PA | 11/2017 | 03/2018 |
| Self-Employed | Broomall | PA | 06/2025 | Present |
NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: BROOMALL, PA NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 04/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ACCESS ACCOUNT NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: BROOMALL, PA NATURE OF BUSINESS: MARKET RESEARCH POSITION: STUDY PARTICIPANT WITH SAGO START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PARTICIPATE IN MARKET RESEARCH STUDIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-25 |
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