Best Investors Account Sign in

Iris Marcovich

Morgan Stanley

San Diego, CA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-15
CA RA APPROVED 2021-01-22
  • TX RA
    APPROVED_RES
    Since 2021-10-15
  • CA RA
    APPROVED
    Since 2021-01-22

Branch Locations

101 West Broadway Suite 1800, San Diego, CA 92101 • 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
Compass Bank Birmingham AL 02/2015 01/2021
Bbva Securities Inc. San Diego CA 02/2015 01/2021
Bbva Wealth Solutions Inc. San Diego CA 04/2015 01/2021
Bbva Compass Insurance Agency, Inc. Austin TX 04/2016 01/2021
Morgan Stanley Smith Barney Llc San Diego CA 01/2021 Present
Morgan Stanley Private Bank, N.A New York NY 03/2021 Present
  • 02/2015 → 01/2021
    Compass Bank
    Birmingham, AL
  • 02/2015 → 01/2021
    Bbva Securities Inc.
    San Diego, CA
  • 04/2015 → 01/2021
    Bbva Wealth Solutions Inc.
    San Diego, CA
  • 04/2016 → 01/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 01/2021 → Present
    Morgan Stanley Smith Barney Llc
    San Diego, CA
  • 03/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2015-04-10 → 2021-01-22
    Pnc Managed Account Solutions, Inc.
    La Jolla, CA
    San Diego, CA
  • 2015-01-05 → 2015-02-12
    Rbc Capital Markets, Llc
    Miami, FL
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-03
  • S66 Uniform Combined State Law Examination
    2015-01-03

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RICE HALL JAMES & ASSOCIATES LLC

Other Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor