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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 09/2015 | 10/2016 |
| Capital One Investing, Llc | Plano | TX | 10/2016 | 10/2017 |
| Charles Schwab Bank, Ssb | Westlake | TX | 10/2017 | 11/2025 |
| Charles Schwab & Co., Inc | Westlake | TX | 10/2017 | 11/2025 |
| The Vanguard Group, Inc. | Plano | TX | 11/2025 | Present |
| Vanguard Marketing Corporation | Plano | TX | 11/2025 | Present |
| Strategic Advisers Llc | Westlake | TX | 09/2015 | 10/2016 |
| Vanguard Advisers, Inc. | Plano | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-14 |
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