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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
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 |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Malvern | PA | 05/2026 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 05/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 05/2026 | Present |
| Lincoln Financial Group | Randor | PA | 10/2014 | 09/2021 |
| Lincoln Financial Distributors | Radnor | PA | 10/2014 | 09/2021 |
| Envestnet | Berwyn | PA | 09/2021 | 04/2023 |
| Global Atlantic Distributors, Llc | Lafayette Hill | PA | 05/2023 | 10/2024 |
| Unemployed | Lafayette Hill | PA | 11/2024 | 10/2025 |
| Equitable Advisors, Llc | Lafayette Hill | PA | 10/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-17 |
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