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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED_RES | 2026-07-28 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | South Bend | IN | 03/2019 | 11/2020 |
| Aflac | Stevensville | MI | 07/2018 | 06/2019 |
| St. Joseph Public Schools | St. Joseph | MI | 08/2008 | 06/2018 |
| Bank Of America, N.A. | South Bend | IN | 03/2019 | 11/2020 |
| Edward Jones | Stevensville | MI | 11/2020 | 10/2022 |
| 1St Source Bank | South Bend | IN | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Portage | MI | 10/2022 | 07/2023 |
| Pnc Investments | Elkhart | IN | 07/2023 | 05/2025 |
| Veridos Capital, Llc | Stevensville | MI | 12/2025 | 03/2026 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 06/2026 | Present |
| National Industry Network | Stevensville | MI | 06/2025 | 12/2025 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: SURPRISE, AZ NATURE OF BUSINESS: LIFE & HEALTH INSURANCE POSITION: N/A START DATE: 06/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
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