Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-27 |
| TX | RA | APPROVED | 2024-11-27 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2021 | Present |
| Sweet Pastry Llc | Pottstown | PA | 09/2015 | Present |
| Hidden River Brewing Company | Douglassville | PA | 07/2015 | 05/2020 |
| Montgomery Community College | Pottstown | PA | 09/2015 | 08/2017 |
| Kutztown University | Kutztown | PA | 08/2017 | 05/2020 |
| Unemployment | Pottstown | PA | 07/2020 | 06/2021 |
| Self-Employed | Pottstown | PA | 01/2023 | Present |
| Self-Employed | Pottstown | PA | 02/2023 | Present |
| Self-Employed | Pottstown | PA | 03/2026 | Present |
| Self-Employed | Pottstown | PA | 03/2026 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 06/2021 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 11/2024 | Present |
NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 01/2023 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: SWEET PASTRY, LLC NON-INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: BAKED GOODS POSITION: OWNER START DATE: 09/2015 APPROXIMATE HOURS/MONTH: 6 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BAKING, PROCESSING ORDERS, AND DELIVERY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 02/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: SHOPPING POSITION: CONTRACTED WITH RD TEAM START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TESTING PRODUCTS AND SHOPPING EXPERIENCE NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: POTTSTOWN, PA NATURE OF BUSINESS: SHOPPING POSITION: CONTRACTED WITH MARKET VIEWPOINT START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TESTING PRODUCTS AND SHOPPING EXPERIENCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-02 |
Reach out to this advisor