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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 4, 2025 | n/a | yes | MALVERN, PA | Current employment |
| MORGAN STANLEY | Wirehouse | Apr 5, 2022 | Nov 10, 2025 | no | West Conshohocken, PA|Newtown Square, PA|Philadelphia, PA | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Dec 13, 2016 | Apr 6, 2022 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | VANGUARD ADVISERS, INC. | Nov 10, 2025 | Dec 4, 2025 | 24 | Firm change | Wirehouse to ibd |
| VANGUARD ADVISERS, INC. | MORGAN STANLEY | Apr 6, 2022 | Apr 5, 2022 | -1 | Firm change | Ibd to wirehouse |