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Advisor at VANGUARD ADVISERS, INC.
MALVERN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Dec 12, 2025 | n/a | yes | MALVERN, PA | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Jun 15, 2021 | Dec 31, 2021 | no | OMAHA, NE | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Nov 10, 2020 | Jun 18, 2021 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | VANGUARD ADVISERS, INC. | Dec 31, 2021 | Dec 12, 2025 | 1,442 | Firm change after gap | Ibd to ibd |
| VANGUARD ADVISERS, INC. | ORION PORTFOLIO SOLUTIONS, LLC | Jun 18, 2021 | Jun 15, 2021 | -3 | Firm change | Ibd to ibd |