Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-07 |
| TX | RA | APPROVED_RES | 2025-02-07 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2022 | Present |
| Self-Employed | West Chester | PA | 03/2020 | 06/2023 |
| Self-Employed | West Chester | PA | 04/2018 | 10/2024 |
| Self-Employed | West Chester | PA | 04/2018 | 03/2020 |
| Arcadia University | Christiana | DE | 05/2016 | 02/2018 |
| Vanguard Marketing Corporation | Malvern | PA | 06/2022 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-27 |
Reach out to this advisor