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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-07 |
| AZ | RA | APPROVED | 2018-10-18 |
| TX | RA | APPROVED | 2018-10-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Unemployed | San Antonio | TX | 05/2016 | 10/2016 |
| Motto Mortgage | San Antonio | TX | 01/2020 | Present |
| The Vanguard Group, Inc. | Plano | TX | 10/2016 | Present |
| Vanguard Marketing Corporation | Plano | TX | 10/2016 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 10/2018 | Present |
NAME OF BUSINESS: MOTTO MORTGAGE NON-INVESTMENT RELATED ADDRESS: San Antonio, TX NATURE OF BUSINESS: REAL-ESTATE POSITION: LOAN ORIGINATOR START DATE: 01/2020 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LOAN ORIGINATOR FOR RESIDENTIAL HOME PURCHASES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-15 |
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