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Daniel Roland Holloway

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-02
TX RA APPROVED_RES 2025-12-01
  • PA RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED_RES
    Since 2025-12-01

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orion Portfolio Solutions Llc Berwyn PA 02/2015 04/2025
The Vanguard Group, Inc. Malvern PA 10/2025 Present
Vanguard Marketing Corporation Malvern PA 10/2025 Present
Vanguard Advisers, Inc. Malvern PA 10/2025 Present
Unemployed Harleysville PA 05/2025 10/2025
Brinker Capital Inc. Berwyn PA 02/2015 09/2020
Brinker Capital Securities Llc Berwyn PA 09/2020 04/2025
  • 02/2015 → 04/2025
    Orion Portfolio Solutions Llc
    Berwyn, PA
  • 10/2025 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 10/2025 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 10/2025 → Present
    Vanguard Advisers, Inc.
    Malvern, PA
  • 05/2025 → 10/2025
    Unemployed
    Harleysville, PA
  • 02/2015 → 09/2020
    Brinker Capital Inc.
    Berwyn, PA
  • 09/2020 → 04/2025
    Brinker Capital Securities Llc
    Berwyn, PA
Previous Registrations
  • 2023-01-17 → 2025-05-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2022-01-10 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2020-10-19 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2015-02-13 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
  • 2002-09-03 → 2009-05-11
    Lincoln Financial Distributors, Inc.
    Philadelphia, PA
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-07
S63 Uniform Securities Agent State Law Examination 2000-11-01
  • S65 Uniform Investment Adviser Law Examination
    2015-05-07
  • S63 Uniform Securities Agent State Law Examination
    2000-11-01
Other Names
  • Daniel Holloway
  • Dan Holloway
  • Dan R Holloway

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

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