Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-11-14 |
| PA | RA | APPROVED | 2022-02-07 |
| TX | RA | APPROVED | 2022-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 11/2014 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 11/2014 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Select Real Estate Group | Frisco | TX | 12/2014 | 12/2019 |
| Charles Schwab And Co., Inc. | Westlake | TX | 05/2020 | 01/2022 |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | 01/2022 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2022 | 05/2022 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-16 |
Reach out to this advisor