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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| PA | RA | APPROVED | 2025-10-16 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Paoli | PA | 12/2014 | 07/2019 |
| Td Private Client Wealth Llc | Exton | PA | 10/2023 | 02/2024 |
| Wells Fargo Clearing Services, Llc | Glen Mills | PA | 08/2019 | 10/2023 |
| Assuredpartners Investment Advisors, Llc | Wilmington | DE | 02/2024 | 03/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 09/2025 | Present |
| Unemployed | Broomall | PA | 03/2025 | 09/2025 |
| Vanguard Advisers, Inc. | Malvern | PA | 09/2025 | Present |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: LANSDOWNE, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 05/2017 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: BROOMALL, PA NATURE OF BUSINESS: LIFE INSURANCE POSITION: N/A START DATE: 05/2014 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: BROOMALL, PA NATURE OF BUSINESS: HEALTH INSURANCE POSITION: N/A START DATE: 11/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-11 |
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