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Timothy Robert Dixon

Morgan Stanley

Boise, ID

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-18
ID RA APPROVED 2017-03-31
  • TX RA
    APPROVED_RES
    Since 2019-01-18
  • ID RA
    APPROVED
    Since 2017-03-31

Branch Locations

101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Boise ID 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Boise, ID
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Burlingame, CA
    Palo Alto, CA
  • 1999-01-07 → 2007-04-02
    Morgan Stanley Dw Inc.
    Palo Alto, CA
    Palo Alto, CA
Other Businesses

1. SANTANA RANCH LLC; CATTLE RANCH; SAN MATEO, CA; MANAGEMENT; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 12/2012 *634818- Dixon Family Ventures; Investment related-Yes; Boise, Idaho; Agriculture, Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 10; Administrative, Accounting/Bookkeeping, Investment Decisions/Advice, Property Management. 3. *426265 - Estate; Investment related - Yes; Hillsborough, California; Agent/Personal Representative; 03/2021; During business hours: 0; After business hours: 0; 4. *426256 - Trust; Investment related: Yes; LIMA, Montana; Trust; Trustee/Co-Trustee; 09/2012; During business hours: 1; After business hours: 0; Investment Decisions/Advice 5. *426272 - Trust; Investment related: Yes; LIMA, Montana; Trust; Trustee/Co-Trustee; 11/2012; During business hours: 1; After business hours: 0; 6. *169317- Santana Ranch LLC; Investment related -Yes; Boise, Idaho; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2012; During business hours: 0; After business hours: 1; Property Management *634823- Santana Ranch LLC; Investment related: No; Boise, Idaho; Agriculture; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 10; Administrative:Property Management

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-28
S65 Uniform Investment Adviser Law Examination 1998-08-27
  • S63 Uniform Securities Agent State Law Examination
    1998-08-28
  • S65 Uniform Investment Adviser Law Examination
    1998-08-27

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