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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-18 |
| ID | RA | APPROVED | 2015-03-13 |
| WA | RA | APPROVED | 2011-01-03 |
Branch Locations
9405 N Newport Hwy Ste 300, Spokane, WA 99218 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
2100 Northwest Blvd Ste 180, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Coeur D Alene | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coeur D Alene | WA | 11/2016 | Present |
DOTERRA INTERNATIONAL, LLC; NON INV RELATED; PLEASANT GROVE, UT; WELLNESS ADVOCATE; ESSENTIAL OILS; START: 9/20/16; 0 HR/MO; 0 DURING TRADING; DUTIES: TRAINING, HOST CLASSES & SELL ESSENTIAL OILS TO INDIVIDUALS. MONAT GLOBAL: NOT INV RELATED; DORAL, FL; MARKET PARTNER CONSULTANT; START 05/01/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; SELL BEAUTY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-23 |
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