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 | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-04 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
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 |
|---|---|---|---|---|
| Finley Catering | Newtown Square | PA | 08/2016 | 08/2020 |
| Us Mortgage Line | Bala Cynwyd | PA | 08/2020 | 09/2021 |
| Norwich Commercial Group/Norcom Mortgage | Marlton | NJ | 09/2021 | 10/2022 |
| Lpl Enterprise | Warrington | PA | 01/2025 | 09/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 09/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 09/2025 | Present |
| Vanguard Lending Llc Dba Philadelphia Veterans Lending Group | West Chester | PA | 10/2022 | Present |
| Drexel University | Philadelphia | PA | 08/2010 | 06/2020 |
| Prudential | Warrington | PA | 06/2024 | 09/2025 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: DOWNINGTOWN, PA NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: VANGUARD LENDING LLC DBA PHILADELPHIA VETERANS LENDING GROUP INVESTMENT-RELATED ADDRESS: WEST CHESTER, PA NATURE OF BUSINESS: RESIDENTIAL LOAN ORIGINATION POSITION: MORTGAGE LOAN ORIGINATOR START DATE: 10/2022 APPROXIMATE HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: ORIGINATE LOANS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
Reach out to this advisor