Best Investors Account Sign in
Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-03
  • TX RA
    APPROVED
    Since 2026-08-03

Branch Locations

7900 Windrose Ave, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 02/2010 08/2017
J.P. Morgan Securities Llc Plano TX 10/2017 07/2026
Pandachans Productions Frisco TX 05/2016 10/2018
J.P. Morgan Chase Bank Plano TX 10/2017 07/2026
The Vanguard Group, Inc. Plano TX 07/2026 Present
Vanguard Marketing Corporation Plano TX 07/2026 Present
Vanguard Advisers, Inc. Plano TX 07/2026 Present
  • 02/2010 → 08/2017
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 10/2017 → 07/2026
    Plano, TX
  • 05/2016 → 10/2018
    Pandachans Productions
    Frisco, TX
  • 10/2017 → 07/2026
    J.P. Morgan Chase Bank
    Plano, TX
  • 07/2026 → Present
    The Vanguard Group, Inc.
    Plano, TX
  • 07/2026 → Present
    Vanguard Marketing Corporation
    Plano, TX
  • 07/2026 → Present
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
S63 Uniform Securities Agent State Law Examination 2010-05-07
  • S66 Uniform Combined State Law Examination
    2022-10-28
  • S63 Uniform Securities Agent State Law Examination
    2010-05-07
Other Names
  • Loon Chan
  • Loon Peter
  • Peter Loon
  • Peter L Chan
  • Pete L Chan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor