Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Group | Daniel Island | SC | 01/2024 | 02/2026 |
| Rootloud | Mount Pleasant | SC | 02/2023 | 01/2024 |
| Dominion Capital Partners, Inc. | Mount Pleasant | SC | 10/2021 | 02/2023 |
| Jear Logistics | Mount Pleasant | SC | 02/2021 | 09/2021 |
| University Of South Carolina | Columbia | SC | 08/2017 | 12/2020 |
| Briar's Creek Golf Club | John's Island | SC | 05/2019 | 08/2019 |
| Columbia Fireflies | Columbia | SC | 05/2018 | 08/2018 |
| Kiawah Island Club | Johns Island | SC | 05/2017 | 04/2018 |
| Cetera Wealth Services, Llc | Daniel Island | SC | 08/2025 | 02/2026 |
| Cetera Wealth Services, Llc | Daniel Island | SC | 01/2024 | 08/2025 |
| Vanguard Marketing Corporation | Charlotte | NC | 03/2026 | Present |
| The Vanguard Group, Inc. | Charlotte | NC | 03/2026 | Present |
| Midlands Technical College | Columbia | SC | 08/2016 | 05/2017 |
| Filler | Filler | NC | 03/2023 | 05/2023 |
| Vanguard Advisers, Inc. | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-21 |
Reach out to this advisor