Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-30 |
| TX | RA | APPROVED | 2023-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 06/2023 | Present |
| Bryant University | Smithfield | RI | 08/2019 | 05/2023 |
| Pablo De Olavide University Sevilla | Sevilla | 01/2022 | 05/2022 | |
| The Riverhouse At Goodspeed Station | Haddam | CT | 08/2017 | 05/2018 |
| Bryant University | Smithfield | RI | 12/2019 | 12/2021 |
| Bryant University | Smithfield | RI | 01/2023 | 05/2023 |
| Wj Financial Advisors, Llc. | Killingworth | CT | 06/2019 | 08/2019 |
| Lance-Scaping | Haddam | CT | 06/2020 | 08/2020 |
| Barnum Financial Group | Shelton | CT | 06/2021 | 08/2021 |
| The Vanguard Group | Plano | TX | 06/2022 | 08/2022 |
| Haddam-Killingworth High School | Higganum | CT | 08/2015 | 05/2019 |
| Haddam-Killingworth Recreation Department | Higganum | CT | 12/2018 | 03/2019 |
| Vanguard Marketing Corporation | Plano | TX | 06/2023 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-17 |
Reach out to this advisor