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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2021-03-12 |
Branch Locations
750 Town And Country Blvd Suite 400, Houston, TX 77024 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 01/2012 | 03/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2021 |
| Ubs Financial Services Inc. | Houston | TX | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. SGF PARTNERS, LLC- 6134 LONGMONT DRIVE, HOUSTON, TX 77057- PARTNER, THIS PARTNERSHIP WAS FORMED BETWEEN ME AND MY BROTHER, SCOTT FORTNEY. I AM A 50% OWNER OF THE PARTNERSHIP. THE PURPOSE OF THE PARTNERSHIP IS TO MAKE PRIVATE EQUITY AND REAL ESTATE INVESTMENTS. NO INVESTMENTS HAVE BEEN MADE USING SGF- 0 HOURS DEVOTED, 0 SHARES HELD /// 2. HFW ENERGY PARTNERS, LLC- 213 SHASTA, HOUSTON, TEXAS 77024- PARTNER, THIS PARTNERSHIP WAS SET UP TO MAKE ONE INVESTMENT IN QUANTUM ENERGY PARTNERS (QEP). QEP IS A HOUSTON-BASED PRIVATE EQUITY FIRM- 0 HOURS DEVOTED, 0 SHARES HELD /// 3. FGF Holdings LLC / Company / Personal holdings such as antiques or other collectibles / Proprietor / owner / purchase collectibles 4. SEAL Legacy Foundation/ Address : 2110 Boca Raton Drive, Austin, Texas/ Nature of Business: The SEAL Legacy Foundation is a 501(C)(3), nonprofit organization dedicated to providing support to families of wounded and fallen United States Navy SEALs, educational assistance for SEALs and their families, and other charitable causes benefiting the SEAL community. The Foundation was established in 2011 by SEALs to preserve their legacy of no one left behind./Position:I have been asked to be named on the Event Committee for the annual fundraising dinner and golf tournament. I do not have any obligations to perform any duties or donate money. If I feel so inclined, I am able to send the invitation (see attached) to friends to inform them of the event./Duties: I have been asked to be named on the Event Committee for the annual fundraising dinner and golf tournament. I do not have any obligations to perform any duties or donate money. If I feel so inclined, I am able to send the invitation (see attached) to friends to inform them of the event./Start Date: 3/6/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-19 |
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