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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-23 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
11811 Bernardo Plaza Ct, San Diego, CA 92128 • United States
520 Newport Center Dr, Newport Beach, CA 92660 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 10/2009 | Present |
I*133817 For profit or not for profit: For-Profit Organization Name of outside business organization: Doterra Essentail Oils Investment related: N Address of business: Pleasant Grove, Utah 84062 Nature of business: Corporation, Position, title, association: Consultant, Start date of relationship: 11/1/2020 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Consultant/Distributor for personal use only to purchase essential oils for home use. I*133816 For profit or not for profit: For-Profit Organization Name of outside business organization: Young LIving Essential Oils Investment related: N Address of business: lehi, Utah 84043 Nature of business: Corporation, Position, title, association: Consultant, Start date of relationship: 11/1/2020 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Consultant/Distributor for personal use only to purchase essential oils for home use.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-09 |
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