Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-07 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2006 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY TRUST INVESTMENT RELATED ADDRESS: WAYNE, PA NATURE OF BUSINESS: FIDUCIARY POSITION: CO-TRUSTEE AND BENEFICIARY START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE FOR IMMEDIATE FAMILY TRUST NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY TRUST INVESTMENT RELATED ADDRESS: WAYNE, PA NATURE OF BUSINESS: FIDUCIARY POSITION: CO-TRUSTEE START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE FOR IMMEDIATE FAMILY TRUST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-28 |
Reach out to this advisor