Best Investors
Account
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Best Investors
Account
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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 10/2022 | 04/2025 |
| Guaranteed Rate Affinity | Orem | UT | 08/2020 | 07/2022 |
| Capital Community Bank | Orem | UT | 12/2018 | 08/2020 |
| America First Credit Union | Lehi | UT | 10/2016 | 12/2018 |
| Colonial Flag | Sandy | UT | 08/2022 | 10/2022 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2025 | 04/2025 |
| Morgan Stanley | Sandy | UT | 06/2025 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Highland | UT | 07/2025 | 03/2026 |
| Utah Valley University | Orem | UT | 08/2017 | 08/2022 |
| Bank Of America, N.A. | West Jordan | UT | 09/2025 | 03/2026 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 08/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 08/2026 | Present |
| Utah Valley University | Orem | UT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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