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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-02 |
| TX | RA | APPROVED | 2020-12-02 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2017 | Present |
| Citizens Bank | Flourtown | PA | 11/2014 | 01/2017 |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT RELATED ADDRESS: HONEY BROOK, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AGENT FOR IMMEDIATE FAMILY MEMBER NAME OF BUSINESS: AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT RELATED ADDRESS: HONEY BROOK, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 06/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AGENT FOR IMMEDIATE FAMILY MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
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