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 | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 05/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 05/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 05/2026 | Present |
| The Wheatley High School | Old Westbury | NY | 09/2013 | 06/2017 |
| Morgan Stanley | New York | NY | 06/2022 | 07/2023 |
| Magellan Research Group | New York | NY | 03/2022 | 05/2022 |
| La Fitness/Fitness International | Garden City | NY | 07/2021 | 12/2021 |
| Amazon Inc. | Dallas | TX | 06/2021 | 06/2021 |
| Amazon Inc. | Roslyn Heights | NY | 06/2020 | 08/2020 |
| National Securities/Harley Capital Llc | New York | NY | 12/2018 | 04/2019 |
| Zently Inc. | Uniondale | NY | 01/2018 | 03/2018 |
| Hofstra University | Hempstead | NY | 09/2017 | 05/2021 |
| Starbucks | Roslyn | NY | 06/2019 | 10/2019 |
| J.P. Morgan Securities Llc | New York | NY | 07/2023 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2023 | 08/2024 |
| Equinox | New York | NY | 01/2022 | 01/2022 |
| Pm Dental Care Pllc | Mineola | NY | 03/2018 | 03/2020 |
| Genesco Inc/Hat World | New York | NY | 06/2018 | 01/2019 |
| Fisher Investments | Plano | TX | 08/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
Reach out to this advisor