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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-03-15 |
| TX | RA | APPROVED | 2022-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tacoma | WA | 04/2016 | 08/2021 |
| Charles Schwab Bank | Tacoma | WA | 04/2016 | 08/2021 |
| Fisher Investments | Plano | TX | 08/2021 | 03/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2022 | 05/2022 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-10 |
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