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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | San Antonio | TX | 05/2018 | 09/2018 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 02/2019 | 05/2020 |
| J.P. Morgan Securities Llc | San Antonio | TX | 06/2020 | 05/2021 |
| Heb | San Antonio | TX | 07/2017 | 01/2019 |
| International Paper | San Antonio | TX | 07/2018 | 10/2018 |
| Schwans (Cygnus Home Service, Llc) | San Antonio | TX | 11/2017 | 02/2018 |
| The Hartford | San Antonio | TX | 12/2016 | 01/2017 |
| Republic National Distibution Co. Llc | San Antonio | TX | 07/2016 | 09/2016 |
| Costa Solutions Llc | San Antonio | TX | 05/2017 | 06/2017 |
| Target | San Antonio | TX | 04/2017 | 04/2017 |
| Sedona Group | San Antonio | TX | 06/2017 | 06/2017 |
| Charles Schwab & Co., Inc. | Austin | TX | 08/2021 | 06/2026 |
| Charles Schwab Bank, Ssb | Austin | TX | 08/2021 | 08/2024 |
| Schwab Wealth Advisory, Inc. | Austin | TX | 08/2024 | 06/2026 |
| The Vanguard Group, Inc. | Plano | TX | 07/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 07/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 07/2026 | Present |
| Western Governors University | San Antonio | TX | 11/2017 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-22 |
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