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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-06 |
| CA | RA | APPROVED | 2023-09-28 |
| NJ | RA | APPROVED | 2023-07-24 |
| PA | RA | APPROVED | 2022-03-29 |
| TX | RA | APPROVED | 2022-03-29 |
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 |
|---|---|---|---|---|
| Adondo Capital | Wayne | PA | 04/2009 | 11/2018 |
| Adondo Corporation | Wayne | PA | 05/2006 | 06/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2021 | Present |
| University Of Pennsylvania | Philadelphia | PA | 06/2017 | 05/2019 |
| Randstad | Philadelphia | PA | 08/2021 | 10/2021 |
| Unemployed | Haverford | PA | 06/2019 | 08/2021 |
| Vanguard Marketing Corporation | Malvern | PA | 11/2021 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 03/2022 | Present |
NAME OF BUSINESS: NTH ROUND INVESTMENT RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: CREATE AND PROVIDE SOFTWARE TOOLS OF CFO'S OF PRIVATE COMPANIES WITH MANAGING EQUITY AND INTERFACING WITH INVESTORS. POSITION: MINORITY SHAREHOLDER (0.57%). NAMED AS INVENTOR ON TWO PATENT APPLICATIONS HELD BY NTH ROUND. START DATE: 06/2018 APPROXIMATE HOURS PER MONTH: 0 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: NONE NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: HAVERFORD, PA NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 10/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ACT AS FULL AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2010-04-28 |
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