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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| PA | RA | APPROVED | 2026-02-05 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Bala Cynwyd | PA | 09/2010 | 11/2023 |
| Walnutree Properties | Brookhaven | PA | 09/2020 | Present |
| Walnutree Asset Management Llc | Brookhaven | PA | 12/2023 | 12/2024 |
| New York Life Insurance Company | Wayne | PA | 12/2024 | 01/2026 |
| Nylife Securities Llc | Wayne | PA | 12/2024 | 01/2026 |
| Vanguard Marketing Corporation | Malvern | PA | 01/2026 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 01/2026 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 01/2026 | Present |
NAME OF BUSINESS: WALNUTREE PROPERTIES, LLC INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 09/2020 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE REAL ESTATE INVESTMENT PROPERTIES NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: INSURANCE AGENT POSITION: N/A START DATE: 12/2024 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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