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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 | 2026-07-28 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co. | Phoenix | AZ | 10/2017 | 06/2021 |
| Wells Fargo Bank | Chandler | AZ | 02/2013 | 10/2017 |
| U.S. Bancorp Advisors, Llc | Tempe | AZ | 06/2021 | 06/2026 |
| 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 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CITY, STATE NATURE OF BUSINESS: LIFE VARIABLE LIFE & VARIALBE ANNUITY & HEALTH OR SICKNESS POSITION: N/A START DATE: 09/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-12 |
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