Carlo Eugenio Valerio

Current Employers

Employment History

• 01/2010 → 12/2019
  Ubs Financial Services Inc.
  Houston, TX
• 12/2019 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 01/2020 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2021 → Present
  Morgan Stanley Smith Barney Llc
  El Paso, TX

Previous Registrations

• 2010-01-01 → 2019-12-23
  Ubs Financial Services Inc.
  Houston, TX
• 2008-12-02 → 2010-01-01
  Ubs International Inc.
  Houston, TX

Other Businesses

(1) MR. VALERIO IS PART OWNER OF A NEWLY FORMED COMPANY (CORPORATION) LOCATED IN JUAREZ, MEXICO CALLED "AVANCE ALIMENTOS". IN THE NEAR FUTURE, THIS COMPANY WILL BE CREATING A CORPORATION IN THE U.S. CALLED "AVANCE FOODS INC", LOCATED IN EL PASO, TEXAS, TO SERVE AS THE U.S. DISTRIBUTOR OF THE FOOD PRODUCTS. THE MAIN PURPOSE OF THE COMPANY IS TO PRODUCE AND DISTRIBUTE FRESH PRODUCTS SUCH AS BEANS, LENTIS, JALAPENOS, ETC IN MEXICO AND THE UNITED STATES. MR. VALERIO'S ROLE IN THE COMPANY IS LIMITED TO PASSIVE OWNERSHIP, (OWNS 50% OF THE SHARES OF "AVANCE ALIMENTOS") AND DOES NOT DEVOTE ANY TIME DURING NORMAL BUSINESS HOURS TOWARDS THIS BUSINESS. "AVANCE FOODS INC" WILL BE OWNED 100% BY AVANCE ALIMENTOS. THE OTHER 50% IS OWNED BY MR. VALERIO'S BROTHER, ARTURO VALERIO. (2) 387054 - Rukis Enterprises Inc.; Investment Related; El Paso, TX; Restaurant/Bar/Nightclub; Partner; Start October 2012; During business hours: 0; After business hours: 4; Passive. (3) 387059 - Avance Foods; Investment Related; Mexico; Food Processor; Partner; Start February 2005; During business hours: 0; After business hours: 1.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-30
• S63 Uniform Securities Agent State Law Examination
  2003-05-29

Other Names

• Carlo Eugenio Valerio
• Carlo Blanco Valerio