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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Westlake | TX | 07/2022 | 12/2025 |
| Bank Of America | Plano | TX | 12/2020 | 07/2022 |
| The Container Store | Coppell | TX | 12/2017 | 12/2020 |
| Whiskey Cake | Plano | TX | 06/2017 | 06/2018 |
| Soccer Shots | Frisco | TX | 02/2016 | 06/2017 |
| Fireside Pies | Plano | TX | 03/2015 | 06/2017 |
| Abs Electric | Flower Mound | TX | 04/2021 | 05/2021 |
| Strategic Advisers Llc | Westlake | TX | 03/2025 | 12/2025 |
| Fidelity Brokerage Services Llc | Westlake | TX | 07/2022 | 12/2025 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 01/2023 | 03/2025 |
| Tiaa | Frisco | TX | 01/2026 | 07/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2026 | 07/2026 |
| The Vanguard Group, Inc. | Plano | TX | 07/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 07/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 07/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: AUBREY, TX NATURE OF BUSINESS: LIFE & HEALTH INSURANCE POSITION: N/A START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-07 |
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