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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vandergriff Hyundai | Arlington | TX | 03/2014 | 01/2017 |
| Vandergriff Honda | Arlington | TX | 01/2017 | 05/2018 |
| T-Mobile | Dallas | TX | 05/2018 | 03/2019 |
| Vandergriff Honda | Arlington | TX | 03/2019 | 07/2019 |
| Self-Employed | Dallas | TX | 07/2019 | 09/2019 |
| Traver Connect | Richardson | TX | 09/2019 | 10/2019 |
| U & I Spread The Light Fka Achieve | Dallas | TX | 10/2019 | 03/2020 |
| University Of North Texas At Dallas/Dallas College | Dallas | TX | 01/2021 | 05/2022 |
| U & I Spread The Light Fka Achieve | Dallas | TX | 04/2021 | 08/2022 |
| Fidelity Brokerage Services | Westlake | TX | 09/2022 | 01/2025 |
| The Vanguard Group, Inc. | Plano | TX | 01/2025 | Present |
| U & I Spread The Light Fka Achieve | Dallas | TX | 11/2022 | 01/2023 |
| Texas Tech University | Lubbock | TX | 06/2022 | 08/2023 |
| Dallas College | Dallas | TX | 08/2019 | 12/2020 |
| Vanguard Marketing Corporation | Plano | TX | 01/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-12 |
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