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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Dallas | TX | 06/2012 | 01/2023 |
| E*Trade Capital Management Llc | Dallas | TX | 06/2012 | 01/2023 |
| Morgan Stanley | Dallas | TX | 01/2023 | 03/2024 |
| Measuredmint, Llc | Dallas | TX | 12/2024 | 02/2026 |
| Unemployed | Dallas | TX | 04/2024 | 12/2024 |
| The Vanguard Group, Inc. | Plano | TX | 02/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 02/2026 | Present |
| Marist University | Poughkeepsie | NY | 01/2019 | 05/2023 |
| Harrisdirect Llc | Dallas | TX | 06/2012 | 01/2023 |
NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: DALLAS, TX NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 8/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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