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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Co. | Oaks | PA | 12/2016 | 06/2019 |
| Giant | Spring House | PA | 06/2015 | 12/2016 |
| Key Investment Services Llc | Plymouth Meeting | PA | 07/2019 | 02/2020 |
| Key Bank | North Wales | PA | 06/2019 | 02/2020 |
| Td Ameritrade, Inc. | Westlake | TX | 08/2020 | 06/2024 |
| Jet Logistics | Harleysville | PA | 06/2020 | 08/2020 |
| Unemployed | North Wales | PA | 03/2020 | 05/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2022 | 10/2025 |
| The Vanguard Group, Inc. | Plano | TX | 06/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 06/2026 | Present |
| Unemployed | Bedford | TX | 10/2025 | 06/2026 |
| Vanguard Advisers, Inc. | Plano | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-22 |
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