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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-01 |
| PA | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED_RES | 2025-06-30 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Episcopal Church | Wilmington | DE | 09/2007 | 05/2017 |
| Presbyterian Church Of The Covenant | Wilmington | DE | 06/2017 | 01/2024 |
| Jp Morgan Chase Bank Na | Baltimore | MD | 05/2015 | 06/2022 |
| Jp Morgan Securities, Llc | Baltimore | MD | 05/2015 | 06/2022 |
| Citizen Securities, Inc. | Wilmington | DE | 06/2022 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Wilmington | DE | 06/2024 | 05/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 05/2025 | Present |
| Immanuel Episcopal Church, Highlands | Wilmington | DE | 01/2024 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 05/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 05/2025 | Present |
NAME OF BUSINESS: CRESTVIEW SWIM CLUB INVESTMENT-RELATED ADDRESS: WILMINGTON, DE NATURE OF BUSINESS: BOARD MEMBERSHIP POSITION: FINANCE COMMITTEE START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SUPPORT THE CLUB'S OPERATIONS NAME OF BUSINESS: AMERICAN GUILD OF ORGANISTS DELAWARE CHAPTER INVESTMENT-RELATED ADDRESS: WILMINGTON, DE NATURE OF BUSINESS: BOARD MEMBERSHIP POSITION: TREASURER START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ASSIST WITH PROGRAMMING, BUDGETING, AND OPERATIONAL DECISIONS NAME OF BUSINESS: IMMANUEL EPISCOPAL CHURCH, HIGHLANDS NON-INVESTMENT-RELATED ADDRESS: WILMINGTON, DE NATURE OF BUSINESS: MUSICIAN POSITION: DIRECTOR OF MUSIC START DATE: 01/2024 APPROXIMATE HOURS/MONTH: 50 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PLAY ORGAN/PIANO AND DIRECT THE PARISH CHOIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-12 |
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