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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| PA | RA | APPROVED | 2022-07-01 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 11/2019 | 01/2021 |
| Sefcu | Albany | NY | 11/2007 | 10/2019 |
| Suny Albany | Albany | NY | 08/2015 | 05/2017 |
| Goldman Sachs & Co. Llc | Latham | NY | 01/2021 | 05/2022 |
| The Vanguard Group, Inc. | Malvern | PA | 05/2022 | Present |
| Self-Employed | Lancaster | PA | 07/2023 | Present |
| Self-Employed | New Holland | PA | 01/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 05/2022 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 05/2022 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: LANCASTER, PA NATURE OF BUSINESS: TENNIS POSITION: TENNIS INSTRUCTOR FOR RCW, FORMERLY RECQUET CLUB WEST START DATE: 07/2023 APPROXIMATE HOURS/MONTH: 9 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LESSON PLANS AND LEAD ON-COURT ACTIVITIES NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: NEW HOLLAND, PA NATURE OF BUSINESS: WRITING POSITION: FREELANCE WRITER START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WRITE ARTICLES NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: NEW HOLLAND, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 05/2014 APPROXIMATE HOURS/ MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POWER OF ATTORNEY NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: NEW HOLLAND, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 05/2014 APPROXIMATE HOURS/ MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POWER OF ATTORNEY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
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