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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 09/2024 | 06/2025 |
| Munn Gray And Associates | Dallas | TX | 09/2024 | 06/2025 |
| Raymond James Financial Services, Inc. | Dallas | TX | 09/2024 | 06/2025 |
| Cliftonlarsonallen Wealth Advisors, Llc | Orlando | FL | 11/2025 | 03/2026 |
| Unemployed | Jacksonville | FL | 07/2025 | 10/2025 |
| The Vanguard Group, Inc. | Jacksonville | FL | 07/2026 | Present |
| Vanguard Marketing Corporation | Jacksonville | FL | 07/2026 | Present |
| Unemployed | Jacksonville | FL | 04/2026 | 06/2026 |
| Craig And Company Llc | Jacksonville | FL | 01/2015 | 09/2024 |
| Vanguard Advisers, Inc. | Jacksonville | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 1990-12-20 |
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