Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-06-26 |
| TX | RA | APPROVED | 2020-06-23 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Gilbert | AZ | 02/1984 | 08/2018 |
| Farmers Financial Solutions, Llc | Simi Valley | CA | 09/2000 | 08/2018 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2019 | Present |
| Unemployed | Gilbert | AZ | 08/2018 | 03/2019 |
| Amazon | Tempe | AZ | 03/2019 | 06/2019 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2019 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 06/2020 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: LIFE, HEALTH AND ACCIDENT, VARIABLE LIFE AND ANNUITY POSITION: N/A START DATE: 12/1983 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 09/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 12/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-17 |
Reach out to this advisor