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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-27 |
| PA | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED_RES | 2026-07-20 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Condor Capital Wealth Management | Martinsville | NJ | 09/1997 | 12/2016 |
| Edward Jones | Frenchtown | NJ | 05/2023 | 11/2023 |
| Slater Wealth Planning, Llc | Milford | NJ | 09/2018 | 04/2023 |
| Unemployed | Milford | NJ | 12/2016 | 09/2018 |
| Avantax Investment Services Inc | Lansdale | PA | 01/2025 | 09/2025 |
| Avantax Advisory Services | Lansdale | PA | 01/2025 | 09/2025 |
| Harmony Wealth Management | Lansdale | PA | 01/2025 | 06/2026 |
| Cetera Wealth Services, Llc | Lansdale | PA | 09/2025 | 06/2026 |
| Cetera Investment Advisors, Llc | Lansdale | PA | 09/2025 | 06/2026 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 06/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 06/2026 | Present |
| Lowe's | Downingtown | PA | 01/2025 | 07/2025 |
| Happier At Home Care | Pipersville | PA | 05/2024 | 07/2024 |
| Simon & Schuster | Riverside | NJ | 07/2025 | 01/2026 |
| Unemployed | Milford | NJ | 07/2024 | 01/2025 |
| Unemployed | Milford | NJ | 11/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2002-09-14 |
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