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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 04/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 04/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 04/2026 | Present |
| Self-Employed | Dallas | TX | 04/2026 | Present |
| The Vanguard Group, Inc. | Plano | TX | 01/2022 | 08/2022 |
| Sharyland High School | Mission | TX | 08/2014 | 05/2017 |
| Buffalo Wings And Rings | Mission | TX | 09/2017 | 02/2018 |
| Churromania | Mcallen | TX | 08/2019 | 03/2020 |
| Farmers Insurance | Edinburg | TX | 02/2021 | 06/2021 |
| Pgp Financial | Mcallen | TX | 06/2021 | 12/2021 |
| Vanguard Marketing Corporation | Plano | TX | 01/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 08/2022 | 02/2024 |
| University Of Texas Rio Grande Valley | Edinburg | TX | 08/2017 | 05/2021 |
| Bank Of America | Southlake | TX | 08/2022 | 02/2024 |
| Pnc Wealth Management Llc | Mission | TX | 02/2024 | 04/2026 |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: DALLAS, TX NATURE OF BUSINESS: TRANSPORTATION POSITION: CONTRACTED WITH UBER START DATE: 04/2026 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRANSPORTATION NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: DALLAS, TX NATURE OF BUSINESS: LIFE INSURANCE LICENSE POSITION: N/A START DATE: 03/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-27 |
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