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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xalka Healthcare Solutions: Rite Care Pharmacy | Dallas | TX | 10/2019 | 04/2020 |
| Life Time Inc. | Plano | TX | 01/2016 | 10/2019 |
| The 12 | Plano | TX | 11/2019 | 03/2020 |
| Self-Employed | Plano | TX | 04/2020 | 12/2020 |
| Bank Of America, N.A. | Richardson | TX | 12/2020 | 02/2024 |
| The Vanguard Group, Inc. | Plano | TX | 06/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richardson | TX | 12/2020 | 02/2024 |
| Self-Employed | Mckinney | TX | 11/2019 | Present |
| Self-Employed | Mckinney | TX | 12/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 02/2024 | 06/2026 |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: MCKINNEY, TX NATURE OF BUSINESS: MUSIC POSITION: CONTRACTED WITH JORDAN KHAN MUSIC COMPANY START DATE: 11/2019 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SING AND PERFORM AT EVENTS NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: MCKINNEY, TX NATURE OF BUSINESS: VLOGS POSITION: CONTENT CREATOR START DATE: 12/2011 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: VLOGS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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