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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-07 |
| OK | RA | APPROVED | 2016-01-22 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Tulsa | OK | 01/2016 | Present |
1. Plexus Worldwide; Investment related - No; MLM; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2018; During business hours: 0; After business hours: 5; Sales/marketing 2. LGN 360, LLC; Investment related; Nutrition Consultant / Meal Prep Service; Owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 2; promote healthy nutrition by developing client meal plans, nutrition information, and meal preparation services *648783 - Various Affiliate Marketing (Nuskin, Primal Queen, Everyday Dose, Amazon) ; Investment related: No; Provo, Utah; Health and Beauty; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 10; Customer Service, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-21 |
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