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 | 2026-07-16 |
| TX | RA | APPROVED | 2026-07-14 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 10/2012 | 06/2022 |
| J.P. Morgan Chase Bank, Na | Tempe | AZ | 04/2011 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 06/2022 | 05/2026 |
| Wells Fargo Bank, N.A. | Scottsdale | AZ | 06/2022 | 05/2026 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2026 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 06/2026 | Present |
NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TEMPE, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 09/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
Reach out to this advisor