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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

7900 Windrose Ave, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Noa Services Dallas TX 08/2015 08/2019
Noa Services Dallas TX 08/2019 06/2022
University Of Texas At Dallas Richardson TX 01/2018 08/2021
Fidelity Investments Westlake TX 06/2022 09/2025
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 09/2025 03/2026
  • 08/2015 → 08/2019
    Noa Services
    Dallas, TX
  • 08/2019 → 06/2022
    Noa Services
    Dallas, TX
  • 01/2018 → 08/2021
    University Of Texas At Dallas
    Richardson, TX
  • 06/2022 → 09/2025
    Fidelity Investments
    Westlake, TX
  • 04/2026 → Present
    The Vanguard Group, Inc.
    Plano, TX
  • 04/2026 → Present
    Vanguard Marketing Corporation
    Plano, TX
  • 04/2026 → Present
    Plano, TX
  • 09/2025 → 03/2026
    Self-Employed
    Dallas, TX
Previous Registrations
  • 2025-03-31 → 2025-10-03
    Westlake, TX
    Dallas, TX
    Boston, MA
  • 2022-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-01
  • S66 Uniform Combined State Law Examination
    2022-11-01

View on SEC IAPD

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