Lorenzo Peter Lemise

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-06-12
NC	RA	APPROVED	2020-09-18
TX	RA	APPROVED	2020-09-18

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	06/2020	Present
Merrill Lynch	Roanoke	VA	02/2018	05/2019
Merrill Lynch	Roanoke	VA	09/2019	05/2020
Copper Hill Country Club	Ringoes	NJ	05/2016	01/2020
Fox & Hound Tavern	Lebanon	NJ	06/2014	11/2017
Randstad Usa	Charlotte	NC	05/2019	08/2019
Virginia Polytechnic Institute And State University	Blacksburg	VA	08/2016	05/2020

06/2020 → Present

The Vanguard Group, Inc.

Charlotte, NC
02/2018 → 05/2019

Merrill Lynch

Roanoke, VA
09/2019 → 05/2020

Merrill Lynch

Roanoke, VA
05/2016 → 01/2020

Copper Hill Country Club

Ringoes, NJ
06/2014 → 11/2017

Fox & Hound Tavern

Lebanon, NJ
05/2019 → 08/2019

Randstad Usa

Charlotte, NC
08/2016 → 05/2020

Virginia Polytechnic Institute And State University

Blacksburg, VA

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-04