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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orange County Sheriff's Department | Santa Ana | CA | 01/2019 | 10/2022 |
| Orange County Sheriff's Department | Tustin | CA | 06/2018 | 01/2019 |
| Advantage One Brokers | Tustin | CA | 05/2021 | 09/2022 |
| Biola University | La Mirada | CA | 10/2014 | 12/2017 |
| Eric Linder For State Assembly | Corona | CA | 05/2016 | 09/2016 |
| Biola University | La Mirada | CA | 08/2014 | 12/2017 |
| Mjs Manufacturing | Ontario | CA | 01/2017 | 06/2018 |
| Fidelity Investments | Mission Viejo | CA | 10/2022 | 09/2025 |
| Unemployed | Plano | TX | 09/2025 | 02/2026 |
| The Vanguard Group, Inc. | Plano | TX | 02/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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