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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2017-12-26 |
| UT | RA | APPROVED | 2016-10-03 |
Branch Locations
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Salt Lake City | UT | 07/2016 | 12/2017 |
| Morgan Stanley | Westlake | CA | 12/2017 | Present |
doTerra; Not investment related; essential oil education/sales online;Independent Contractor; Start date: 03/2015; During business hours: 0; After business hours: 1 *444939 - ELIZABETH TOSCAN; Investment related - No; SANTA BARBARA, California; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 50; DESIGN AND CREATE NEEDLEWORK PATTERNS *651436 - NONE - SELF; Investment related: No; SANTA BARBARA, California; PET SITTING; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 20; Customer Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-25 |
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