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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 11/2023 | 06/2024 |
| Unica Janitorial Solutions, Llc | Dallas | TX | 02/2023 | 08/2023 |
| Nordstrom, Inc. | Dallas | TX | 07/2021 | 05/2023 |
| Sundrops Vitamin Shop | Dallas | TX | 02/2021 | 07/2021 |
| J Crew | Dallas | TX | 09/2019 | 01/2021 |
| Equinox | Dallas | TX | 04/2019 | 02/2020 |
| Texas Concierge | Dallas | TX | 04/2020 | 01/2021 |
| Richland College | Dallas | TX | 06/2016 | 05/2018 |
| The University Of Texas At Arlington | Arlington | TX | 08/2018 | 05/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2024 | 07/2025 |
| Unemployed | Dallas | TX | 05/2018 | 08/2018 |
| Vuori, Inc. | Dallas | TX | 07/2023 | 09/2023 |
| Unemployed | Dallas | TX | 06/2024 | 08/2024 |
| Altruist Financial, Llc | Dallas | TX | 07/2025 | 10/2025 |
| The Vanguard Group, Inc. | Plano | TX | 01/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 01/2026 | Present |
| Unemployed | Dallas | TX | 11/2025 | 01/2026 |
| Unemployed | Dallas | TX | 10/2023 | 11/2023 |
| John Varvatos Enterprises, Inc. | Dallas | TX | 11/2024 | 02/2025 |
| Vanguard Advisers, Inc. | Plano | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-23 |
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