Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-01 |
| TX | RA | APPROVED | 2022-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 05/2016 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2021 |
| Fisher Investments | Plano | TX | 10/2021 | 02/2022 |
| The Vanguard Group, Inc. | Plano | TX | 03/2022 | Present |
| Self-Employed | Lewisville | TX | 03/2023 | 06/2023 |
| Vanguard Marketing Corporation | Plano | TX | 03/2022 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-27 |
Reach out to this advisor