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 | 2025-09-02 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smucker Fencing, Llc | Honey Brook | PA | 05/2016 | 06/2022 |
| High Point Camp | High Point Camp | PA | 05/2019 | 08/2019 |
| Vision Financial Group | Forest | VA | 06/2021 | 05/2022 |
| Liberty University Office Of Residence Life | Lynchburg | VA | 08/2020 | 05/2022 |
| Self-Employed | Matthews | NC | 08/2022 | 08/2024 |
| Family Wealth Partners, Llc | Matthews | NC | 06/2022 | 04/2025 |
| High Point Baptist Academy | Geigertown | PA | 09/2015 | 06/2018 |
| The Vanguard Group, Inc. | Plano | TX | 06/2025 | Present |
| Liberty University | Lynchburg | VA | 08/2018 | 05/2022 |
| Self-Employed | Indian Trail | NC | 08/2024 | 09/2025 |
| Vanguard Marketing Corporation | Plano | TX | 06/2025 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 09/2025 | Present |
| Self-Employed | Frisco | TX | 09/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: FRISCO, TX NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 08/2022 APPROXIMATE HOURS/MONTH: 25 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-28 |
Reach out to this advisor