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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-16 |
Branch Locations
1209 West Chester Pike Ste 101, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2010 | 06/2026 |
| Vanguard Marketing Corporation | Malvern | PA | 08/2010 | 06/2026 |
| Vanguard Advisers, Inc. | Malvern | PA | 04/2023 | 06/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2026 | Present |
| Citadel Federal Credit Union | West Chester | PA | 07/2026 | Present |
| Cetera Investment Advisers Llc | West Chester | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-21 |
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