Best Investors
Account
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Account
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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-12 |
| GA | RA | APPROVED | 2022-12-09 |
| TX | RA | APPROVED_RES | 2022-05-10 |
| PA | RA | APPROVED | 2022-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | Woodbury | NY | 03/2016 | 09/2018 |
| Citizens Bank | Philadelphia | PA | 03/2019 | 12/2019 |
| Citizens Securities, Inc | Philadelphia | PA | 03/2019 | 12/2019 |
| Unemployed | Philadelphia | PA | 09/2018 | 03/2019 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 12/2019 | 05/2022 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 12/2019 | 05/2022 |
| The Vanguard Group, Inc. | Malvern | PA | 05/2022 | Present |
| Ivy Best Supply | Wallingford | PA | 06/2022 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 05/2022 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 05/2022 | Present |
NAME OF BUSINESS: IVY BEST SUPPLY, LLC NON-INVESTMENT RELATED ADDRESS: WALLINGFORD, PA NATURE OF BUSINESS: RESALE POSITION: OWNER START DATE: 6/2022 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: PHILADELPHIA, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 5/2022 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-08 |
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