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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2026-06-16 |
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 |
|---|---|---|---|---|
| New York Life Insurance Company | Charlotte | NC | 10/2017 | 05/2026 |
| Nylife Securities, Llc | Charlotte | NC | 02/2018 | 05/2026 |
| Comcast Cable | Union | NJ | 06/2009 | 07/2017 |
| Unemployed | Irvington | NJ | 07/2017 | 08/2017 |
| Eagle Strategies, Llc | Charlotte | NC | 03/2024 | 05/2026 |
| Vanguard Advisers, Inc. | Charlotte | NC | 05/2026 | Present |
| The Vanguard Group, Inc. | Charlotte | NC | 05/2026 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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