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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | Bala Cynwyd | PA | 07/2024 | 03/2025 |
| Equitable Advisors, Llc | Bala Cynwyd | PA | 01/2024 | 03/2024 |
| Morey, Nee, Buck & Oswald, Llc | Spring House | PA | 05/2022 | 05/2025 |
| Home Depot | Lansdale | PA | 02/2020 | 05/2022 |
| Rally House | North Wales | PA | 01/2018 | 11/2018 |
| Montgomery County Community College | Blue Bell | PA | 09/2020 | 05/2022 |
| Temple University | Philadelphia | PA | 08/2022 | 05/2025 |
| North Penn High School | Landsale | PA | 08/2017 | 06/2020 |
| Roman Catholic High School | Philadelphia | PA | 09/2016 | 07/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HATFIELD, PA NATURE OF BUSINESS: LIFE, HEALTH AND ACCIDENT INSURANCE POSITION: N/A START DATE: 07/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-26 |
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