Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 05/2021 | 03/2022 |
| New Western Acquisitions | Burleson | TX | 06/2020 | 12/2020 |
| Bartaco | Fort Worth | TX | 05/2018 | 08/2018 |
| Amazon | Fort Worth | TX | 05/2017 | 07/2017 |
| Baylor University | Waco | TX | 01/2017 | 07/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 03/2022 | 05/2022 |
| Jp Morgan Chase Bank, N.A. | Plano | TX | 03/2022 | 05/2022 |
| Charles Schwab & Co. | Southlake | TX | 05/2021 | 03/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2022 | 05/2025 |
| Unemployed | Fort Worth | TX | 08/2012 | 12/2016 |
| Unemployed | Fort Worth | TX | 01/2020 | 05/2020 |
| Unemployed | Fort Worth | TX | 01/2021 | 04/2021 |
| Unemployed | Fort Worth | TX | 06/2022 | 07/2022 |
| Earned Wealth Advisors, Llc | Dallas | TX | 06/2025 | 01/2026 |
| The Vanguard Group, Inc. | Plano | TX | 02/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
| Baylor University | Waco | TX | 08/2015 | 12/2019 |
| Vanguard Advisers, Inc. | Plano | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-19 |
Reach out to this advisor