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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Friendly Care Agency | Cincinnati | OH | 05/2020 | 04/2021 |
| Self-Employed | Cincinnati | OH | 09/2018 | 12/2018 |
| Mcdonald'S | Cincinnati | OH | 06/2018 | 07/2018 |
| Sycamore High School | Cincinnati | OH | 08/2013 | 05/2017 |
| Northern Kentucky University | Highland Heights | KY | 08/2017 | 05/2018 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 04/2021 |
| The Vanguard Group, Inc. | Plano | TX | 06/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 06/2026 | Present |
| Fidelity Investments | Westlake | TX | 04/2021 | 12/2025 |
| Self-Employed | Bedford | TX | 10/2018 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: BEDFORD, TX NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 10/2018 APPROXIMATE HOURS/MONTH: 30 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-27 |
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