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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-02-09 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Allentown | PA | 06/2009 | Present |
1.TO SERVE AS OWNER OF CREATIVE PRINTING. 2.ALVERNIA COLLEGE LECTURER 3. BUSINESS / COMPANY;INDEPENDENT CONTRACTOR;DOTERRA;INDEPENDENT CONSULTANT/WELLNESS ADVOCATE;AS OF 07/2014;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-21 |
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