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Matthew Edward Westmoreland

Vanguard Advisers, Inc.

Plano, TX

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-13

Branch Locations

7900 Windrose Avenue, 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
1St University Credit Union Waco TX 09/2021 01/2022
Children's Lighthouse/Wisdom Garden, Inc. Lewisville TX 11/2015 05/2022
Campus Crates Waco TX 08/2020 09/2020
Bahama Bucks Lewisville TX 03/2017 05/2019
Lakeland Christian Academy Lewisville TX 08/2012 05/2019
Northwestern Mutual Life Insurance Company Waco TX 08/2022 05/2023
Northwestern Mutual Investment Services Llc Dallas TX 05/2023 05/2025
Northwestern Mutual Wealth Management Company Dallas TX 02/2024 05/2025
The Vanguard Group, Inc. Plano TX 05/2025 Present
Baylor University Waco TX 08/2019 05/2023
Northwestern Mutual Life Insurance Company Dallas TX 05/2023 05/2025
Northwestern Mutual Life Insurance Company Dallas TX 06/2022 08/2022
Vanguard Marketing Corporation Plano TX 05/2025 Present
Vanguard Advisers, Inc. Plano TX 08/2025 Present
  • 09/2021 → 01/2022
    1St University Credit Union
    Waco, TX
  • 11/2015 → 05/2022
    Children's Lighthouse/Wisdom Garden, Inc.
    Lewisville, TX
  • 08/2020 → 09/2020
    Campus Crates
    Waco, TX
  • 03/2017 → 05/2019
    Bahama Bucks
    Lewisville, TX
  • 08/2012 → 05/2019
    Lakeland Christian Academy
    Lewisville, TX
  • 08/2022 → 05/2023
    Northwestern Mutual Life Insurance Company
    Waco, TX
  • 05/2023 → 05/2025
    Northwestern Mutual Investment Services Llc
    Dallas, TX
  • 02/2024 → 05/2025
    Northwestern Mutual Wealth Management Company
    Dallas, TX
  • 05/2025 → Present
    The Vanguard Group, Inc.
    Plano, TX
  • 08/2019 → 05/2023
    Baylor University
    Waco, TX
  • 05/2023 → 05/2025
    Northwestern Mutual Life Insurance Company
    Dallas, TX
  • 06/2022 → 08/2022
    Northwestern Mutual Life Insurance Company
    Dallas, TX
  • 05/2025 → Present
    Vanguard Marketing Corporation
    Plano, TX
  • 08/2025 → Present
    Plano, TX
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: LOVEBIG NON-INVESTMENT-RELATED ADDRESS: FLOWER MOUND, TX NATURE OF BUSINESS: NON-PROFIT INTERMEDIARY POSITION: EXECUTIVE DIRECTOR/BOARD MEMBER TREASURER START DATE: 06/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TREASURER

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-12
S63 Uniform Securities Agent State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2025-08-12
  • S63 Uniform Securities Agent State Law Examination
    2024-01-19
Other Names
  • Matthew Westmoreland
  • Matthew E Westmoreland

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