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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-24 |
Branch Locations
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Bryn Mawr | PA | 06/2009 | 07/2022 |
| Morgan Sanley | Newtown Square | PA | 07/2022 | Present |
Doterra International; Investment related No; Essential oils; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Aug/2018; During business hours: 0; After business hours: 2; Offering essentials oils to others *653492 - Patio Chronicles on Substack; Investment related: No; Folsom, Pennsylvania; Publishing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-17 |
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