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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-15 |
| OH | RA | APPROVED | 2023-10-23 |
| TX | RA | APPROVED | 2023-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 06/2022 | Present |
| St. Xavier High School | Cincinnati | OH | 08/2014 | 06/2018 |
| Nieman Plumbing | Cincinnati | OH | 01/2017 | 01/2018 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 05/2022 |
| Bruegger's Bagels | Cincinnati | OH | 08/2018 | 01/2019 |
| Home City Ice | Cincinnati | OH | 05/2019 | 09/2019 |
| Self-Employed | Cincinnati | OH | 04/2020 | 05/2021 |
| Orion Portfolio Solutions | Hebron | KY | 06/2021 | 08/2021 |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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