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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg | Dallas | TX | 04/2015 | 09/2016 |
| Ericsson Inc | Plano | TX | 10/2016 | 07/2017 |
| Grayfin Consulting And Investments | Lewisville | TX | 07/2017 | 07/2021 |
| Boston Consulting Group | Dallas | TX | 07/2021 | 01/2023 |
| Grayfin Ventures Llc | Austin | TX | 06/2021 | Present |
| Self-Employed | Lewisville | TX | 09/2023 | 06/2024 |
| Self-Employed | Lewisville | TX | 12/2023 | 06/2024 |
| Self-Employed | Lewisville | TX | 02/2024 | 06/2024 |
| Self-Employed | Lewisville | TX | 08/2024 | 02/2026 |
| Self-Employed | Lewisville | TX | 08/2024 | 02/2026 |
| Texas Growler Llc | Dallas | TX | 09/2013 | Present |
| The Vanguard Group, Inc. | Plano | TX | 02/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
NAME OF BUSINESS: TEXAS GROWLER LLC NON-INVESTMENT-RELATED ADDRESS: DALLAS, TX NATURE OF BUSINESS: BEVERAGE SERVICE POSITION: OWNER START DATE: 09/2013 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ATTEND BUSINESS STATUS UPDATES NAME OF BUSINESS: GRAYFIN VENTURES, LLC NON-INVESTMENT-RELATED ADDRESS: AUSTIN, TEXAS NATURE OF BUSINESS: FRANCHISE INVESTMENT POSITION: OWNER START DATE: 06/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN ONLY, CLOSING LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-17 |
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