Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2021 | 12/2024 |
| Bank Of America | Key West | FL | 12/2020 | 10/2021 |
| Unemployed | Key West | FL | 11/2019 | 12/2020 |
| Freedom Mortgage | Woodbridge | VA | 02/2019 | 10/2019 |
| University Of South Carolina | Columbia | SC | 08/2014 | 12/2018 |
| Avalon Bay Communities | Washington | DC | 05/2018 | 08/2018 |
| American Continental Group | Washington | DC | 05/2017 | 08/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 08/2025 | Present |
| Self-Employed | Charlotte | NC | 01/2025 | 08/2025 |
| Vanguard Marketing Corporation | Charlotte | NC | 08/2025 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-10 |
Reach out to this advisor