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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
2 disclosure categories 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 | Lawton | OK | 08/2016 | 11/2017 |
| Bank Of America, Na | Lawton | OK | 05/2017 | 11/2017 |
| International Assets Advisory, Llc | Dallas | TX | 10/2020 | 01/2021 |
| Charles Schwab & Co | Westlake | TX | 09/2021 | 07/2023 |
| Charles Schwab Bank, Ssb | Westlake | TX | 09/2021 | 07/2023 |
| Eckard Enterprises | Allen | TX | 02/2021 | 06/2021 |
| Saxony Securities, Inc. | Plano | TX | 07/2023 | 10/2024 |
| The Vanguard Group, Inc. | Plano | TX | 06/2025 | Present |
| Commerical Real Estate Advisors, Llc | Irving | TX | 10/2024 | 04/2025 |
| Legacy Wealth Planners Llc | Plano | TX | 07/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 12/2017 | 10/2020 |
| Bank Of America, Na | Dallas | TX | 12/2017 | 10/2020 |
| Vanguard Marketing Corporation | Plano | TX | 06/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
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