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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-05-10 |
Branch Locations
1800 Tysons Blvd 5Th Floor, Suite 550, Mclean, VA 22102 • United States
Front Royal, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fl Frederick | MD | 08/2014 | 04/2022 |
| Ubs Financial Services Inc. | Mclean | VA | 04/2022 | Present |
2.*469639- New Age Beverage; Investment related -No; American Fork, Utah; Wholesale/Distribution; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 10; Customer Service, Business Development/Growth, Sales/Marketing 1.DoTERRA, Investment related-No, Pleasant Grove, Utah; Wholesale/Distribution; Independnt Contractor; 05/2018; During business hours: 0; After business hours: 5 2) Name of Business: Partner.Co, Inc. (Fomerly New Age Beverage. Name change effective 02/2023)/ Investment Related: No/ Nature of Business: Health and wellness products / social selling/Address: 7158 S. FLSmidth Dr. Ste 250MidvaleUtah 84047/ Role /Duty: Independent contractor - direct sales/ Start Date: 12/31/2021/ hours Devoted : NA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-03 |
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