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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2025-01-27 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Bryn Mawr | PA | 09/2014 | 10/2018 |
| Pnc Investments Llc | Bryn Mawr | PA | 09/2014 | 10/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2021 | Present |
| Pnc Bank, N.A. | East Bradford | PA | 10/2018 | 06/2021 |
| Self Employed | Boothwyn | PA | 06/2021 | Present |
| Self Employed | Boothwyn | PA | 06/2021 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355. NAME OF BUSINESS: Foundation for Financial Planning INVESTMENT RELATED ADDRESS (City/State): Philadelphia, PA NATURE OF BUSINESS: Financial Education POSITION: Volunteer Educator START DATE (Month/Year): 9/2023 APPROXIMATE HOURS PER MONTH: 3 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: Educating people through CFP Pro Bono Program NAME OF BUSINESS: Self Employed NON-INVESTMENT/INVESTMENT RELATED No ADDRESS (City/State): Boothwyn/ PA NATURE OF BUSINESS: Contract driver POSITION: Driver START DATE (Month/Year): 06/2021 APPROXIMATE HOURS PER MONTH: 4 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: Picking up food orders from restaurants and delivering them to customers of DoorDash. NAME OF BUSINESS: Self Employed NON-INVESTMENT/INVESTMENT RELATED No ADDRESS (City/State): Boothwyn/ PA NATURE OF BUSINESS: Contract driver POSITION: Driver START DATE (Month/Year): 06/2021 APPROXIMATE HOURS PER MONTH: 8 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: Picking up food orders for customers of GrubHub.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-02 |
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