Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-06-16 |
| TX | RA | APPROVED_RES | 2022-06-09 |
Branch Locations
14321 North Northsight Blvd., Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 06/2016 | 05/2020 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 05/2020 | 03/2021 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 03/2021 | 04/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2022 | Present |
| Charles Schwab | Phoenix | AZ | 05/2020 | 03/2021 |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-10 |
Reach out to this advisor