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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-05-04 |
| TX | RA | APPROVED | 2018-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 03/2018 | Present |
| Qvc, Inc. | West Chester | PA | 03/2014 | 09/2016 |
| H&R Block | New Holland | PA | 12/2017 | 03/2018 |
| Unemployed | Reinholds | PA | 05/2017 | 12/2017 |
| Unemployed | Reinholds | PA | 10/2016 | 12/2016 |
| H&R Block | New Holland | PA | 12/2016 | 05/2017 |
| Allentown College Of St. Francis De Sales | Center Valley | PA | 01/2013 | 09/2016 |
| University Of Cincinnati - Graduate School | Cincinnati | OH | 06/2017 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 03/2018 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 03/2018 | Present |
NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: EXTON, PA NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FULL AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-05 |
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