Best Investors Account Sign in

Milton Albert Morse

Ubs Financial Services Inc.

Plano, TX

Fort Worth, TX

Ft. Worth, TX

Plano, TX

Dallas, TX

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-03
  • TX RA
    APPROVED
    Since 2024-10-03

Branch Locations

Legacy Tower 7250 Dallas Parkway, 12Th Floor, Plano, TX 75024 • United States

301 Commerce Street, Fort Worth, TX 76102 • United States

301 Commerce Ste 2800, Ft. Worth, TX 76102 • United States

7250 Dallas Parkway Suite120, Plano, TX 75024 • United States

100 Crescent Court Suite 600, Dallas, TX 75201 • 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 & Co., Incorporated Arlington TX 04/2007 Present
Morgan Stanley Smith Barney Arlington TX 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
Ubs Financial Services, Inc Plano TX 10/2024 Present
  • 04/2007 → Present
    Morgan Stanley & Co., Incorporated
    Arlington, TX
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Arlington, TX
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 10/2024 → Present
    Ubs Financial Services, Inc
    Plano, TX
Previous Registrations
  • 2009-06-01 → 2024-09-11
    Morgan Stanley
    Arlington, TX
    Dallas, TX
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Dallas, TX
    Arlington, TX
  • 2002-09-04 → 2007-04-02
    Morgan Stanley Dw Inc.
    Southlake, TX
    Arlington, TX
    Dallas, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-27
  • S66 Uniform Combined State Law Examination
    2002-08-27
Other Names
  • Trey Morse
  • Milton Albert Morse
  • Milton A Morse Iii
  • Milton A Morse
  • Milton A Morse Iii
  • Milton Albert Morse

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor