Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platos Closet | Euless | TX | 10/2014 | 10/2016 |
| Fidelity Investments | Westlake | TX | 11/2016 | 03/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2021 | 03/2025 |
| Charles Schwab Bank, Ssb | Westlake | TX | 03/2021 | 03/2025 |
| The Vanguard Group, Inc. | Plano | TX | 04/2025 | 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 | 2018-06-14 |
Reach out to this advisor