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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-12-14 |
| TX | RA | APPROVED | 2021-12-14 |
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 | 11/2021 | Present |
| Interactive Wealth Advisors | Portland | OR | 10/2014 | 02/2021 |
| Not Employed | Portland | OR | 02/2021 | 11/2021 |
| Self-Employed | Portland | OR | 11/2016 | 04/2020 |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS (City/State): Portland, OR POSITION: LANDLORD/OWNER START DATE: 11/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-05 |
| S66 | Uniform Combined State Law Examination | 2013-08-05 |
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