Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-10-10 |
| NC | RA | APPROVED | 2019-10-01 |
| TX | RA | APPROVED | 2019-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Charlotte | NC | 09/2010 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 09/2010 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 10/2019 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MYRTLE BEACH, SC NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: ASSISTS WITH IMMEDIATE FAMILY ACCOUNT NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MYRTLE BEACH, SC NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 01/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: MONITORS IMMEDIATE FAMILY ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-27 |
Reach out to this advisor