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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2025-12-15 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2014 | 07/2022 |
| Transamerica | Swarthmore | PA | 08/2022 | 10/2023 |
| Edelman Financial Engines | Swarthmore | PA | 11/2023 | 04/2024 |
| Self-Employed | Swarthmore | PA | 04/2024 | 08/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 09/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 2016-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-28 |
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