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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2017 | 08/2018 |
| University Of Arizona | Tucson | AZ | 08/2013 | 05/2017 |
| Tfo Phoenix, Inc. | Phoenix | AZ | 08/2018 | 04/2022 |
| Jpmorgan Chase Bank | Phoenix | AZ | 04/2022 | 02/2024 |
| Jpmorgan Securities Llc | Phoenix | AZ | 04/2022 | 02/2024 |
| Unemployed | Phoenix | AZ | 06/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 02/2024 | 12/2025 |
| Bank Of America, N.A. | Phoenix | AZ | 02/2024 | 12/2025 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 01/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-25 |
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