Best Investors Account Sign in
Current Employers
Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-18
VA RA APPROVED 2026-05-18
  • PA RA
    APPROVED
    Since 2026-05-18
  • VA RA
    APPROVED
    Since 2026-05-18

Branch Locations

Malvern, PA • United States

11921 Freedom Drive Suite 1000, Reston, VA 20190 • 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
The Vanguard Group, Inc. Malvern PA 06/2004 04/2026
Mason Investment Advisory Services, Inc. Reston VA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-11-12
  • S63 Uniform Securities Agent State Law Examination
    2010-11-12
Designations
Other Names
  • Peter B Kokolus

View on SEC IAPD

More in Malvern, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor