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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 04/2017 | 04/2019 |
| Pure Dynamic Llc | Frisco | TX | 08/2014 | 04/2017 |
| Massachusetts Mutual Life Insurance | Dallas | TX | 03/2017 | 04/2017 |
| Bank Of America, N.A. | Frisco | TX | 04/2017 | 04/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2019 | 07/2026 |
| Unemployed | Frisco | TX | 05/2019 | 08/2019 |
| 8 Am Properties L.L.C. | Frisco | TX | 04/2025 | Present |
| The Vanguard Group, Inc. | Plano | TX | 08/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 08/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 08/2026 | Present |
| University Of North Texas | Prosper | TX | 01/2021 | 05/2022 |
| Self-Employed | Prosper | TX | 03/2026 | Present |
NAME OF BUSINESS: 8 AM PROPERTIES L.L.C. INVESTMENT-RELATED ADDRESS: FRISCO, TX NATURE OF BUSINESS: REAL ESTATE LLC POSITION: OWNER START DATE: 04/2025 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: PROSPER, TX NATURE OF BUSINESS: PUBLISHING POSITION: AUTHOR START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOOK WRITING NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PROSPER, TX NATURE OF BUSINESS: LIFE, ACCIDENT, HEALTH & HMO INSURANCE LICENSE POSITION: N/A START DATE: 03/2017 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-07 |
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