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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-24 |
| TX | RA | APPROVED | 2023-05-24 |
Branch Locations
100 Vanguard Blvd100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2017 | Present |
| Mckinsey & Company | Philadelphia | PA | 09/2014 | 12/2016 |
| Self-Employed | Wayne | PA | 08/2022 | 02/2026 |
| Vanguard Marketing Corporation | Malvern | PA | 01/2017 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 05/2023 | Present |
NAME OF BUSINESS: HOA COUNCIL INVESTMENT-RELATED ADDRESS: WAYNE, PA NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION POSITION: BOARD MEMBER TREASURER START DATE: 04/2024 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: APPROVE MAINTENANCE AND REVIEW INVOICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
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