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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Plano | TX | 05/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 05/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 05/2026 | Present |
| Bacone College | Muskogee | OK | 08/2017 | 05/2018 |
| Jarvis Christian University | Hawkins | TX | 08/2018 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 10/2025 | 04/2026 |
| J.P. Morgan Securities Llc | Dallas | TX | 10/2025 | 04/2026 |
| Arvest Wealth Management | Tulsa | OK | 09/2022 | 09/2025 |
| Darden Restaurants, Inc. | Tulsa | OK | 05/2023 | 08/2023 |
| Arvest Bank | Tulsa | OK | 05/2021 | 09/2022 |
| Saltgrass Tulsa | Tulsa | OK | 12/2021 | 03/2022 |
| Chili's Grill & Bar | Tulsa | OK | 07/2020 | 01/2022 |
| Bass Pro Shops | Tulsa | OK | 01/2021 | 05/2021 |
| Cracker Barrel Old Country Store | Tulsa | OK | 05/2018 | 03/2020 |
| Whataburger | Tulsa | OK | 10/2016 | 09/2017 |
| Unemployed | Tulsa | OK | 03/2016 | 09/2016 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MCKINNEY, TX NATURE OF BUSINESS: INSURANCE PRODUCER POSITION: N/A START DATE: 06/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: EXECUTOR FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MCKINNEY, TX NATURE OF BUSINESS: FIDUCIARY POSITION: EXECUTOR START DATE: 07/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGING THE ESTATE AND DISTRIBUTING ASSETS NAME OF BUSINESS: CONSERVATOR FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MCKINNEY, TX NATURE OF BUSINESS: FIDUCIARY POSITION: CONSERVATOR START DATE: 08/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HOLD ASSETS UNTIL MINOR IS OF AGE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
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