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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-07-17 |
| AZ | RA | APPROVED | 2022-02-02 |
| PA | RA | APPROVED | 2018-05-18 |
| TX | RA | APPROVED | 2018-05-18 |
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 | 08/2013 | Present |
| Self-Employed | Pottstown | PA | 06/2025 | 03/2026 |
| Self-Employed | Pottstown | PA | 12/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 08/2013 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 05/2018 | Present |
NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: REAL ESTATE POSITION: CONTRACTED WITH KELLER WILLIAMS START DATE: 12/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-25 |
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