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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
100 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 | 04/2023 | Present |
| Method Ice Hockey | West Chester | PA | 06/2022 | 02/2023 |
| The Hill School | Pottstown | PA | 06/2020 | 06/2022 |
| The Hill School | Pottstown | PA | 08/2015 | 06/2022 |
| The Hill School | Pottstown | PA | 06/2016 | 07/2018 |
| Saint Joseph's University | Philadelphia | PA | 08/2012 | 12/2016 |
| Vanguard Marketing Corporation | Malvern | PA | 04/2023 | Present |
| Bird Dog Custom Woodwork, Llc | Downingtown | PA | 12/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 01/2026 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: DOWNINGTOWN, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 08/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY DUTIES NAME OF BUSINESS: BIRD DOG CUSTOM WOODWORK, LLC NON-INVESTMENT-RELATED ADDRESS: DOWNINGTOWN, PA NATURE OF BUSINESS: WOODWORKING POSITION: OWNER START DATE: 12/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER AND OPERATOR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
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