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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catalina Foothills High School | Tucson | AZ | 10/2015 | 05/2018 |
| University Of Arizona | Tucson | AZ | 08/2018 | 05/2022 |
| Cdw | Tucson | AZ | 06/2021 | 08/2021 |
| U-Haul | Tucson | AZ | 08/2019 | 10/2019 |
| Vector Marketing | Tucson | AZ | 11/2018 | 01/2019 |
| Blake's Lotaburger | Tucson | AZ | 08/2018 | 11/2018 |
| Self-Employed | Tucson | AZ | 11/2018 | 02/2019 |
| Self-Employed | Phoenix | AZ | 03/2020 | 04/2023 |
| Self-Employed | Tucson | AZ | 10/2018 | 01/2019 |
| The Vanguard Group, Inc. | Plano | TX | 07/2022 | 09/2023 |
| Altruist Corp | Dallas | TX | 09/2023 | 10/2024 |
| Altruist Llc | Dallas | TX | 09/2023 | 10/2024 |
| Altruist Financial Llc | Dallas | TX | 09/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 03/2025 | 06/2026 |
| Unemployed | Frisco | TX | 10/2024 | 03/2025 |
| Amazon | Tucson | AZ | 06/2021 | 08/2021 |
| Jimmy Johns | Tucson | AZ | 03/2022 | 05/2022 |
| Php Agency | Tucson | AZ | 08/2019 | 11/2019 |
| Eos Fitness | Phoenix | AZ | 03/2023 | 06/2023 |
| Oasis Outsourcing | Addison | TX | 06/2020 | 07/2020 |
| Bank Of America, N.A. | Plano | TX | 03/2025 | 06/2026 |
| Vanguard Marketing Corporation | Plano | TX | 06/2026 | Present |
| The Vanguard Group, Inc. | Plano | TX | 06/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 06/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 07/2022 | 09/2023 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: FRISCO, TX NATURE OF BUSINESS: LIFE POSITION: N/A START DATE: 03/2020 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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