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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED | 2025-04-02 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2017 | 01/2020 |
| The Landscape Broker | Phoenix | AZ | 04/2017 | 09/2017 |
| Hyatt | Scottsdale | AZ | 01/2017 | 04/2017 |
| Arizona Inn | Tucson | AZ | 09/2016 | 12/2016 |
| University Of Arizona | Tucson | AZ | 08/2012 | 12/2016 |
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 03/2020 | 03/2021 |
| Ironwood Wealth Management, Llc | Chandler | AZ | 04/2021 | 03/2025 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2025 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 03/2025 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 03/2025 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 12/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-22 |
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