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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| PA | RA | APPROVED | 2026-03-10 |
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 |
|---|---|---|---|---|
| Adapt Pharma | Wayne | PA | 01/2017 | 02/2017 |
| Heritage Financial Consulants | Timonium | MD | 05/2017 | 04/2018 |
| Towson University | Towson | MD | 08/2014 | 05/2018 |
| T. Rowe Price | Owings Mills | MD | 07/2018 | 02/2026 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 03/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 03/2026 | Present |
| Cross Breeze Llc | Chester Springs | PA | 03/2021 | Present |
NAME OF BUSINESS: CROSS BREEZE, LLC INVESTMENT-RELATED ADDRESS: CHESTER SPRINGS, PA NATURE OF BUSINESS: REAL-ESTATE INVESTMENT POSITION: TREASURER START DATE: 03/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: EVALUATE REAL-ESTATE INVESTMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-20 |
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