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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2023 | Present |
| Whoop Inc | Boston | MA | 01/2021 | 07/2022 |
| Optum Infusion Services | Plymouth Meeting | PA | 03/2023 | 06/2023 |
| Cvs Health | Norristown | PA | 06/2013 | Present |
| Einstein Medical Center Montgomery | Norristown | PA | 02/2020 | 02/2021 |
| Accu Staffing Services | Philadelphia | PA | 05/2016 | 09/2016 |
| Strayer University | Herndon | VA | 01/2023 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 06/2023 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 12/2025 | Present |
NAME OF BUSINESS: CVS NON-INVESTMENT RELATED ADDRESS: NORRISTOWN, PA NATURE OF BUSINESS: RETAIL POSITION: PHARMACY TECHNICIAN START DATE: 6/2013 APPROXIMATE HOURS/MONTH: 35 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PHARMACY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-31 |
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