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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2009-06-01

Branch Locations

7600 Broadway Suite 100, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney San Antonio TX 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    San Antonio, TX
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    San Antonio, TX
  • 1998-08-17 → 2007-04-02
    Morgan Stanley Dw Inc.
    San Antonio, TX
    San Antonio, TX
Other Businesses

1) JLA COLLISION. AUTO COLLISION REPAIR CENTER. 1834 FERGUSON LN STE 300 AUSTIN, TX 78754. VP OF FINANCE. START DATE 2/2009. .5 HOURS PER WEEK DURING AND 3-4 HOURS PER WEEK OUTSIDE OFFICE HOURS. 2) RENTAL PROPERTY, OWNER; START DATE: 05/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; SAN ANTONIO, TX *460173 - Abeyta Heritage LLC; Investment related: Yes; San Antonio, Texas; Agriculture; Sole Member(proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 2; After business hours: 13; Decisions related to managing property, ranch, and agriculture 6) Real Estate; Investment related; San Antonio, TX; Single family home that is rented; Owner; Start date: 05/2013; During business hours: 0; After business hours: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-21
S63 Uniform Securities Agent State Law Examination 1998-08-12
  • S65 Uniform Investment Adviser Law Examination
    1998-08-21
  • S63 Uniform Securities Agent State Law Examination
    1998-08-12
Other Names
  • John Bertram Abeyta

View on SEC IAPD

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