Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 01/2016 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Berwyn | PA | 04/2023 | 06/2025 |
| Wells Fargo Bank, Na | Berwyn | PA | 04/2023 | 06/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2025 | Present |
| Self-Employed | Pottstown | PA | 09/2024 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 06/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 06/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: ACCIDENT AND HEALTH POSITION: N/A START DATE: 12/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: VARIABLE LIFE AND ANNUITY POSITION: N/A START DATE: 12/2012 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: FIXED LIFE AND ANNUITY POSITION: N/A START DATE: 12/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: NOTARY POSITION: NOTARY START DATE: 09/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NOTARIZING DOCUMENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-31 |
Reach out to this advisor