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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
| PA | RA | APPROVED | 2026-03-05 |
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 |
|---|---|---|---|---|
| Evernorth Health Services | Hatfield | PA | 11/2021 | 03/2024 |
| Cigna | Hatfield | PA | 01/2016 | 11/2021 |
| Unemployed | Hatfield | PA | 04/2024 | 08/2024 |
| New York Life Insurance Company | Horsham | PA | 09/2024 | 11/2025 |
| Nylife Securities Llc | Horsham | PA | 11/2024 | 11/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 11/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 11/2025 | Present |
| Signature Back Office | Hatfield | PA | 10/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 03/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HATFIELD, PA NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 06/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: SIGNATURE BACK OFFICE NON-INVESTMENT-RELATED ADDRESS: HATFIELD, PA NATURE OF BUSINESS: ACCOUNTING POSITION: CONTRACTED WITH DVM POWER START DATE: 10/2025 APPROXIMATE HOURS/MONTH: 32 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONTRACTED ACCOUNTING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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