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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2003 | 06/2021 |
| Merrill Lynch Professional Clearing Corp. | Charlotte | NC | 04/2019 | 08/2020 |
| Bank Of America Securities, Inc. | Charlotte | NC | 10/2003 | 08/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2026 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 06/2026 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 06/2026 | Present |
| Quantexa, Inc. | Charlotte | NC | 06/2021 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
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