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215 W Oak Street Suite 1100, Fort Collins, CO 80521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-30 |
Branch Locations
215 W Oak Street Suite 1100, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 01/2016 | Present |
For profit or not for profit: For personal use. I signed up to get wholesale pricing instead of retail pricing. Name of outside business organization: YOUNG LIVING ESSENTIAL OILS Investment related (Y/N): No Address of business: Headquarters: Thanksgiving Point Business Park, 3125 Executive Parkway, Lehi, UT 84043 Nature of business: Essential Oils Position, title, association: MEMBER Start date of relationship: 4/11/14 Number of hours devoted: None Number of hours devoted during trading hours: 0 Duties: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-18 |
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