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Matthew Edward Lorenz

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-11-07
TX RA APPROVED 2019-11-07
  • PA RA
    APPROVED
    Since 2019-11-07
  • TX RA
    APPROVED
    Since 2019-11-07

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avenue365 Lender Services Blue Bell PA 05/2016 05/2017
The Vanguard Group, Inc. Malvern PA 06/2017 Present
  • 05/2016 → 05/2017
    Avenue365 Lender Services
    Blue Bell, PA
  • 06/2017 → Present
    The Vanguard Group, Inc.
    Malvern, PA
Other Businesses

Employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation) 100 Vanguard Blvd., Malvern, PA 19355.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-11
S63 Uniform Securities Agent State Law Examination 2017-07-17
  • S65 Uniform Investment Adviser Law Examination
    2019-09-11
  • S63 Uniform Securities Agent State Law Examination
    2017-07-17
Other Names
  • Matt Lorenz
  • Matthew Edward Lorenz
  • Matthew Lorenz

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

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