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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Dallas | TX | 01/2025 | 08/2025 |
| Concurrent Investment Advisors | Dallas | TX | 05/2024 | 08/2024 |
| Bleakley Financial Group | Houston | TX | 01/2024 | 05/2024 |
| Golden, Redd, & Company | Dallas | TX | 05/2023 | 08/2023 |
| Flexlab Murphy | Murphy | TX | 11/2021 | 01/2022 |
| Cbd Pros Usa | Wylie | TX | 10/2020 | 08/2021 |
| Chick-Fil-A, Cityline | Richardson | TX | 11/2018 | 10/2020 |
| Telus Digital | Murphy | TX | 05/2021 | Present |
| Collin College | Wylie | TX | 08/2020 | 12/2022 |
| University Of Houston | Houston | TX | 01/2023 | 12/2024 |
| Wylie High School | Wylie | TX | 08/2016 | 05/2020 |
| The Vanguard Group, Inc. | Plano | TX | 08/2025 | Present |
| Vanguard Marketing Corporation | Plano | TX | 08/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 08/2025 | Present |
NAME OF BUSINESS: TELUS DIGITAL NON-INVESTMENT-RELATED ADDRESS: MURPHY, TX NATURE OF BUSINESS: DATA LABELING POSITION: RATER START DATE: 12/2021 APPROXIMATE HOURS/MONTH: 60 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DATA LABELING NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: COPPELL, TX NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 03/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-07 |
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