Best Investors
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Account
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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Phoenixville | PA | 03/2023 | 02/2024 |
| Penn State University | Abington | PA | 09/2021 | 12/2022 |
| Montgomery County Community College | Blue Bell | PA | 01/2021 | 08/2021 |
| Springfield Township Police | Wyndmoor | PA | 12/2018 | 08/2021 |
| Montgomery County Municipal Police Academy | Blue Bell | PA | 01/2018 | 06/2018 |
| Montgomery County Community College | Blue Bell | PA | 09/2015 | 01/2017 |
| North Penn Auto Service | Lansdale | PA | 09/2014 | 11/2018 |
| Ameritas Investment Company, Llc | Phoenixville | PA | 06/2024 | 09/2025 |
| Ameritas Advisory Services, Llc | Phoenixville | PA | 06/2024 | 09/2025 |
| Premier Planning Group | Phoenixville | PA | 03/2024 | 09/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2025 | Present |
| Vanguard Marketing Corporation | Malvern | PA | 09/2025 | Present |
| Vanguard Advisers, Inc. | Malvern | PA | 09/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HAVERTOWN, PA NATURE OF BUSINESS: INSURANCE AGENT POSITION: N/A START DATE: 01/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
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