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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-18 |
| AZ | RA | APPROVED | 2022-10-17 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2022 | Present |
| Wendy's | Anthem | AZ | 01/2017 | 05/2017 |
| Limon Tacos And Tequila | Phoenix | AZ | 12/2017 | 03/2018 |
| University Of Arizona | Tucson | AZ | 08/2018 | 05/2022 |
| University Of Arizona Parking And Transportation | Tucson | AZ | 09/2019 | 08/2021 |
| University Of Arizona Alumni Outreach Program | Tucson | AZ | 09/2019 | 04/2021 |
| Enterprise Holdings | Tucson | AZ | 05/2021 | 04/2022 |
| Boulder Creek High School | Anthem | AZ | 07/2015 | 06/2018 |
| Unemployed | Anthem | AZ | 03/2022 | 07/2022 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 07/2022 | Present |
| The Vanguard Advisers, Inc. | Scottsdale | AZ | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
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