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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED_RES | 2025-11-23 |
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 |
|---|---|---|---|---|
| Marriott International Corporation | Philadelphia | PA | 01/1998 | Present |
| Pnc Bank | Philadelphia | PA | 11/2012 | 05/2017 |
| Pnc Investments Llc | Philadelphia | PA | 11/2012 | 05/2017 |
| Wells Fargo Bank, Na | Wynnewood | PA | 05/2017 | 02/2024 |
| Wells Fargo Clearing Services, Llc | Wynnewood | PA | 05/2017 | 02/2024 |
| Shining Knights Chess | Glenmoore | PA | 02/2016 | Present |
| After School Activities Partnership | Philadelphia | PA | 11/2006 | Present |
| Free Library Of Philadelphia | Philadelphia | PA | 06/2023 | Present |
| Fourleaf Federal Cu | Cherry Hill | NJ | 05/2025 | 09/2025 |
| Lpl Financial Llc | Cherry Hill | NJ | 05/2025 | 09/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 09/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 09/2025 | Present |
NAME OF BUSINESS: MARRIOTT INTERNATIONAL CORPORATION NON-INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: SERVICE POSITION: ASSOCIATE START DATE: 01/1998 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BARTENDING OR SERVING FOR BANQUETS NAME OF BUSINESS: SHINING KNIGHTS CHESS NON-INVESTMENT-RELATED ADDRESS: GLENMOORE, PA NATURE OF BUSINESS: OTHER, CHESS TOURNAMENTS POSITION: CHESS TOURNAMENT DIRECTOR START DATE: 02/2016 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DIRECT CHESS TOURNAMENTS NAME OF BUSINESS: FREE LIBRARY OF PHILADELPHIA NON-INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: CHESS CLUB POSITION: CHESS TOURNAMENT DIRECTOR START DATE: 06/2023 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DIRECT CHESS TOURNAMENTS NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 05/2017 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FINANCIAL POA FOR IMMEDIATE FAMILY MEMBER IN ASSISTED LIVING NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: INSURANCE AGENT POSITION: N/A START DATE: 07/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: VIRTUAL HORIZONS, INC INVESTMENT-RELATED ADDRESS: LUMBERTON, NJ NATURE OF BUSINESS: BOARD MEMBERSHIP POSITION: TREASURER START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PROGRAM DEVELOPMENT AND CASH FLOW OVERSIGHT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-10 |
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