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 | 2026-02-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 02/2019 | 08/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 07/2021 | 07/2022 |
| Jpmorgan Chase | Plano | TX | 07/2021 | 07/2022 |
| Enterprise Holdings | Dallas | TX | 09/2019 | 06/2021 |
| New York Life | Dallas | TX | 02/2019 | 08/2019 |
| Family Dollar Stores / Dollar Tree | Houston | TX | 12/2017 | 08/2018 |
| Royal Sonesta Houston | Houston | TX | 10/2016 | 07/2017 |
| University Of Houston-Downtown | Houston | TX | 08/2016 | 08/2018 |
| Unemployed | Royse City | TX | 09/2018 | 12/2018 |
| Apricot Solar | Grapevine | TX | 11/2021 | 06/2022 |
| Dynasty Solar | Grapevine | TX | 06/2022 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2022 | 05/2025 |
| Bank Of America, N.A. | Dallas | TX | 07/2022 | 05/2025 |
| The Vanguard Group, Inc. | Plano | TX | 01/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 01/2026 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 01/2026 | Present |
| Unemployed | Fort Worth | TX | 05/2025 | 01/2026 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: FORT WORTH, TX NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE POSITION: N/A START DATE: 08/2017 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
Reach out to this advisor