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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED | 2026-03-12 |
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 | 03/2017 | 07/2024 |
| High Point University | High Point | NC | 01/2012 | 12/2016 |
| Unemployed | Blue Bell | PA | 01/2017 | 02/2017 |
| Unemployed | Paoli | PA | 08/2024 | 04/2025 |
| J.P. Morgan Securities Llc | Exton | PA | 04/2025 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | Exton | PA | 04/2025 | 02/2026 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 02/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 02/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 03/2017 | 07/2024 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PAOLI, PA NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE POSITION: N/A START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: PAOLI, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 07/2026 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
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