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 | 2026-04-22 |
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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Fort Worth | TX | 05/2010 | 05/2020 |
| Self-Employed | Arlington | TX | 07/2020 | 05/2021 |
| Self-Employed | Arlington | TX | 02/2022 | 09/2025 |
| Vanguard Marketing Corporation | Plano | TX | 02/2026 | Present |
| The Vanguard Group, Inc. | Plano | TX | 02/2026 | Present |
| Self-Employed | Houston | TX | 12/2025 | 02/2026 |
| University Of Texas At Arlington | Arlington | TX | 01/2026 | Present |
| Unemployed | Midlothian | TX | 05/2021 | 02/2022 |
| Vanguard Advisers, Inc. | Plano | TX | 04/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MIDLOTHIAN, TX NATURE OF BUSINESS: LIFE INSURANCE POSITION: N/A START DATE: 12/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-14 |
Reach out to this advisor