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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 07/2025 | Present |
| The Northwestern Mutual Life Insurance Company | Dallas | TX | 09/2024 | 06/2025 |
| Epsilon Data Management, Llc | Dallas | TX | 11/2023 | 08/2024 |
| Unemployed | Dallas | TX | 05/2023 | 11/2023 |
| Outsystems, Inc. | Dallas | TX | 05/2022 | 05/2023 |
| Qiilo | Orlando | FL | 01/2021 | 05/2021 |
| Qiilo | Frisco | TX | 05/2021 | 05/2022 |
| University Of Central Florida | Frisco | TX | 05/2021 | 08/2021 |
| West Virginia University | Morgantown | WV | 01/2018 | 12/2018 |
| Reedy High School | Frisco | TX | 08/2015 | 01/2018 |
| Costco Wholesale | Frisco | TX | 04/2019 | 09/2019 |
| Nicola's Ristorante Italiano | Plano | TX | 11/2016 | 06/2017 |
| Sonic Drive-In | Frisco | TX | 09/2016 | 09/2017 |
| University Of Central Florida | Orlando | FL | 01/2019 | 11/2019 |
| University Of Central Florida | Frisco | TX | 11/2019 | 07/2020 |
| University Of Central Florida | Orlando | FL | 07/2020 | 05/2021 |
| Vanguard Marketing Corporation | Plano | TX | 07/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 11/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: DALLAS, TX NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 08/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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