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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2013-10-25 |
| TX | RA | APPROVED_RES | 2013-10-25 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 10/2013 | Present |
| Bank Of America, N.A. | Lexington | KY | 12/2013 | Present |
I*117587 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: Other,Multilevel Marketing Company Position, title, association: Participant, Start date of relationship: 8/2/2018 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Young Living is structured as a multilevel marketing corporation. It's products are essential oils and other products made with essential oils. I have no responsibilities. My spouse is using me as a placeholder in the structure of her organization
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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