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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-27 |
| PA | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mhs Lift | Pennsauken | NJ | 06/2021 | 08/2021 |
| Equitable Advisors, Llc | Bala Cynwyd | PA | 07/2024 | 11/2024 |
| Elon University | Elon | NC | 08/2021 | 08/2023 |
| The Mark At Elon | Elon | NC | 09/2023 | 03/2024 |
| Elon University | Elon | NC | 08/2020 | 05/2024 |
| Haddonfield Memorial High School | Haddonfield | NJ | 09/2016 | 06/2020 |
| Unemployed | Haddonfield | NJ | 06/2024 | 07/2024 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2025 | Present |
| Unemployed | Haddonfield | NJ | 11/2024 | 02/2025 |
| Self Employed | Haddonfield | NJ | 12/2022 | 06/2023 |
| Vanguard Marketing Corporation | Malvern | PA | 03/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 07/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: WEST CHESTER, PA NATURE OF BUSINESS: HEALTH & LIFE INSURANCE LICENSE POSITION: N/A START DATE: 07/2024 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: YOUTUBE CHANNEL NON-INVESTMENT RELATED ADDRESS: WEST CHESTER, PA NATURE OF BUSINESS: PUBLISHING POSITION: CONTENT CREATOR START DATE: 11/2024 APPROX. HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PUBLISHING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-27 |
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