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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Muberme | Richardson | TX | 05/2020 | 08/2022 |
| Cafe Del Rio | Allen | TX | 05/2018 | 05/2018 |
| Black Mesa Brewing Co | Norman | OK | 12/2022 | 09/2023 |
| Fidelity Investments | Plano | TX | 05/2024 | 06/2025 |
| Student | Norman | OK | 05/2019 | 12/2023 |
| Ruiz Foods | Frisco | TX | 03/2024 | 04/2024 |
| Silver Moon Lighting And Landscape | Allen | TX | 05/2021 | 08/2021 |
| Allen Isd Schools | Allen | TX | 08/2013 | 05/2019 |
| Unemployed | Allen | TX | 12/2023 | 03/2024 |
| Eggsquisite Cafe | Allen | TX | 05/2019 | 08/2019 |
| University Of Oklahoma | Norman | OK | 08/2019 | 12/2023 |
| Fidelity Investments | Plano | TX | 03/2025 | 06/2025 |
| Equitable Advisors, Llc. | Fort Worth | TX | 06/2025 | 10/2025 |
| The Vanguard Group, Inc. | Plano | TX | 11/2025 | Present |
| Vanguard Marketing Corporation | Plano | TX | 11/2025 | Present |
| Vanguard Advisors, Inc. | Plano | TX | 11/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: DALLAS, TX NATURE OF BUSINESS: GENERAL LIFE/HEALTH INSURANCE POSITION: N/A START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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