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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Antonio | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-12 |
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