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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED_RES | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 05/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 05/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 05/2026 | Present |
| Td Bank | Union | NJ | 04/2014 | 06/2017 |
| Td Bank N.A. | Exton | PA | 05/2022 | 04/2026 |
| Unemployed | Wayne | PA | 06/2017 | 05/2022 |
| Td Private Client Wealth Llc | Exton | PA | 05/2022 | 04/2026 |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: BRIGANTINE, NJ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 07/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: WAYNE, PA NATURE OF BUSINESS: LIFE & HEALTH INSURANCE LICENSE POSITION: N/A START DATE: 05/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-17 |
| S66 | Uniform Combined State Law Examination | 2006-07-14 |
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