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2701 W. Queen Creek Rd., #3, Chandler, AZ 85248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-18 |
| NV | RA | APPROVED | 2023-06-12 |
| AZ | RA | APPROVED | 2023-05-18 |
Branch Locations
2701 W. Queen Creek Rd., #3, Chandler, AZ 85248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2014 | 10/2016 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 02/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2021 | Present |
| Lifestyle Planning, Llc | Chandler | AZ | 04/2023 | Present |
| Lifestyle Planning, Llc | Chandler | AZ | 04/2023 | Present |
| Buttonwood Capital Management | Scottsdale | AZ | 05/2022 | 03/2023 |
| Vanguard | Scottsdale | AZ | 03/2021 | 05/2022 |
| Vanguard | Scottsdale | AZ | 12/2019 | 03/2021 |
| Vanguard | Scottsdale | AZ | 10/2016 | 12/2019 |
| Vanguard | Scottsdale | AZ | 11/2015 | 10/2016 |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: NON-INVESTMENT/INVESTMENT RELATED: ADDRESS (City/State): NATURE OF BUSINESS: POSITION: START DATE (Month/Year): APPROXIMATE HOURS PER MONTH: NUMBER OF HOURS DURING TRADING HOURS:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-26 |
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