Brian Vern Lewis

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Los Angeles, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Orinda, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Orinda, CA

Other Businesses

1. BLCW NAPA LLC, OWNER; INVESTMENT RELATED; START DATE: 05/2010; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; NAPA, CA; Owns a vacation home with a Cabernet Vineyard in the Napa Valley. 2. Rental Property; Boise,Id; Rental; Investment related; Sole Proprietor / Owner / Partner; 06/2017; During business hours: 0; After business hours: 0 3.Rental property; Investment related: Yes; Boise, ID; Rental property; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); Dec 2017; During business hours: 0; After business hours: 0; I'm buying a townhome at 3308 Frontrunner Drive , Boise , ID, It will be rented out with an annual lease * 480247 - Trust; Investment related Yes; Walnut Creek, California; Trust; Successor Trustee; 04/2021; During business hours: 0; After business hours: 0; Check Signing/Funds Disbursements, Estate Administration, Investment Decisions/Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-14
• S63 Uniform Securities Agent State Law Examination
  1988-07-08

Other Names

• Brian V Lewis