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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| PA | RA | APPROVED | 2025-11-25 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Flourtown | PA | 06/2020 | 10/2022 |
| Checker's And Rally's | Philadelphia | PA | 07/2016 | 05/2020 |
| Td Bank N.A. | Flourtown | PA | 10/2022 | 10/2025 |
| Td Private Client Wealth, Llc | Flourtown | PA | 10/2022 | 10/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 11/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 11/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 02/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 02/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-05 |
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