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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
7900 Windrose Ave Plano, Tx, Usa, 75024, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goosehead Insurance | Westlake | TX | 06/2021 | 08/2023 |
| Berkshire Hathaway Home Services Penfed Realty Texas | Flower Mound | TX | 01/2022 | 07/2022 |
| Heb Isd | Bedford | TX | 07/2018 | 06/2019 |
| American Food And Vending | Fort Worth | TX | 11/2017 | 07/2018 |
| Sysco Foodservice | The Colony | TX | 06/2016 | 11/2017 |
| Self-Employed | Flower Mound | TX | 06/2019 | 01/2021 |
| Magnolia Realty | Grapevine | TX | 01/2021 | 06/2021 |
| Ameriprise Financial Services, Llc | Plano | TX | 09/2023 | 04/2024 |
| Fisher Investments | Plano | TX | 05/2024 | 08/2024 |
| Altru Financial, Llc | Southlake | TX | 08/2024 | 03/2025 |
| The Vanguard Group. Inc. | Plano | TX | 04/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 04/2026 | Present |
| Self | Haslet | TX | 03/2025 | 04/2026 |
| Massachusetts Mutual Life Insurance Co | Dallas | TX | 04/2024 | 04/2024 |
| West Shore Home | Irving | TX | 08/2025 | 11/2025 |
| Jwc General Contractors | Southlake | TX | 01/2025 | 01/2025 |
| Power Home Remodeling | Irving | TX | 11/2025 | 12/2025 |
| Vanguard Advisers, Inc. | Plano | TX | 04/2026 | Present |
| Self-Employed | Southlake | TX | 11/2022 | 03/2025 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HASLET, TX NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE POSITION: N/A START DATE: 03/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
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