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 | 2022-01-18 |
| TX | RA | APPROVED | 2022-01-18 |
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 | 11/2021 | Present |
| Unemployed | Penn Valley | PA | 07/2013 | 12/2016 |
| Self-Employed | Penn Valley | PA | 01/2017 | 03/2019 |
| Unemployed | Penn Valley | PA | 04/2019 | 07/2021 |
| Randstad | Penn Valley | PA | 08/2021 | 10/2021 |
| Vanguard Marketing Corporation | Malvern | PA | 12/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 12/2025 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: PENN VALLEY, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 07/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ASSIST WITH INVESTMENT CHOICES NAME OF BUSINESS: PENN VALLEY CIVIC ASSOCIATION INVESTMENT-RELATED ADDRESS: NARBERTH, PA NATURE OF BUSINESS: ONGOING VOLUNTEER ACTIVITIES POSITION: BOARD MEMBER (TREASURER) START DATE: 07/2014 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DISBURSE FUNDS, PAY EXPENSES, ATTEND MEETINGS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-18 |
Reach out to this advisor