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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2022 | Present |
| Union County Public Schools | Marvin | NC | 01/2022 | 06/2022 |
| Charlotte Mecklenburg Schools | Matthews | NC | 08/2021 | 12/2021 |
| Homedale School District 370 | Homedale | ID | 08/2015 | 06/2021 |
| Hot Coffee Films | Nampa | ID | 06/2019 | 08/2020 |
| Vanguard Marketing Corporation | Charlotte | NC | 08/2022 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 10/2025 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MATTHEWS, NC NATURE OF BUSINESS: FIDUCIARY START DATE: 6/2024 APPROXIMATE HOURS PER MONTH: 1 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: FIDUCIARY DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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