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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-22 |
| TX | RA | APPROVED_RES | 2026-04-16 |
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 |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 01/2014 | 08/2017 |
| Prudential Insurance Company Of America | Upper Dublin | PA | 03/2019 | 11/2025 |
| Prudential Annuities Distributors, Inc. | Upper Dublin | PA | 03/2019 | 11/2025 |
| Saint Joseph's University | Philadelphia | PA | 08/2017 | 01/2019 |
| Unemployed | Philadelphia | PA | 02/2019 | 03/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 12/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 12/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 04/2026 | Present |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CONSHOHOCKEN, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: BRYN MAWR, PA NATURE OF BUSINESS: LIFE, ACCIDENT, AND HEALTH POSITION: N/A START DATE: 01/2014 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-07 |
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