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 | 2025-08-12 |
| SC | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
1030 Admiral Nelson Ct, Charlotte, Nc 28262, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robinhood Financial, Llc | Charlotte | NC | 08/2021 | 08/2022 |
| Team Enterprises | Charlotte | NC | 05/2021 | 08/2021 |
| Gmr Marketing | Charlotte | NC | 02/2020 | 05/2021 |
| Marshall Logistics | Charlotte | NC | 11/2019 | 02/2020 |
| Lowe's | Fort Mill | SC | 10/2019 | 11/2019 |
| At&T | Charlotte | NC | 02/2018 | 04/2019 |
| At&T | Barnwell | SC | 09/2014 | 02/2018 |
| Unemployed | Fort Mill | SC | 04/2019 | 10/2019 |
| Merrill, Lynch, Pierce, Fenner & Smith, Inc | Charlotte | NC | 10/2022 | 07/2025 |
| Bank Of America, N.A. | Charlotte | NC | 10/2022 | 07/2025 |
| The Vanguard Group, Inc. | Charlotte | NC | 08/2025 | Present |
| Vanguard Advisers, Inc | Charlotte | NC | 08/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-30 |
Reach out to this advisor