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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2014 | 05/2017 |
| Bank Of America, N.A. | Chandler | AZ | 05/2014 | 05/2017 |
| Fidelity Investments | Berkeley | CA | 05/2017 | 07/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2025 | Present |
| Fidelity Personal And Workplace Advisors | Berkeley | CA | 07/2018 | 07/2025 |
| Fidelity Brokerage Services Llc | Berkeley | CA | 05/2017 | 07/2025 |
| Vanguard Marketing Corporation | Malvern | PA | 08/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 09/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 08/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-06 |
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