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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-03-01 |
| TX | RA | APPROVED_RES | 2022-02-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Reno | NV | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reno | NV | 11/2016 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Reno | NV | 02/2022 | Present |
2) *510549 - Trust; Investment related Yes; Reno, Nevada; Trustee/Co-Trustee; 11/2009; During business hours: 1; After business hours: 0 3) DOTERRA INTERNATIONAL, NOT INVESTMENT RELATED, PLEASANT GROVE, UT., START: 10/1/2014, 0 HOURS/MONTH, 0 DURING TRADING, HEALTH AND BEAUTY PRODUCTS. 4) *486824- doTerra International; Investment related -No; Pleasant Grove, Utah; Heath and Beauty Products; Employee(proprietor, partner, officer, director, employee, trustee, agent); 10/2014; During business hours: 0; After business hours: 1; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-15 |
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