Natalia Borziak

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-09-22

TX RA
APPROVED

Since 2021-09-22

Branch Locations

8701 Bee Caves Road Suite 300, Austin, TX 78746 • 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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	San Antonio	TX	07/2014	11/2016
Wells Fargo Clearing Services, Llc	San Antonio	TX	11/2016	09/2021
Morgan Stanley Smith Barney Llc	Austin	TX	09/2021	Present

07/2014 → 11/2016

Wells Fargo Advisors, Llc

San Antonio, TX
11/2016 → 09/2021

Wells Fargo Clearing Services, Llc

San Antonio, TX
09/2021 → Present

Morgan Stanley Smith Barney Llc

Austin, TX

Previous Registrations

2014-09-03 → 2021-09-29

Wells Fargo Clearing Services, Llc

Austin, TX

San Antonio, TX

Austin, TX

Austin, TX

Austin, TX

Georgetown, TX
2012-10-01 → 2014-04-11

J.P. Morgan Securities Llc

Temple, TX
2011-06-03 → 2012-10-01

Chase Investment Services Corp.

Temple, TX
2006-12-14 → 2009-05-26

Citigroup Global Markets Inc.

Savannah, GA
2006-10-03 → 2006-11-13

Citigroup Global Markets Inc.

Washington, DC

New York, NY

Washington, DC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-08-10

S66 Uniform Combined State Law Examination

2006-08-10

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION

EVERLONG FINANCIAL

HARRELL INVESTMENT PARTNERS, LLC

WEATHERGAGE CAPITAL, LLC

LBJ FAMILY WEALTH ADVISORS, LTD.

JAMES S. MARROQUIN, CFP

OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK

ALEXANDER BURTON YEAGER

Jonathan Martin Haefner

David Nathan Van Winkle

DILDA DEEPAK DALVI

ANNA VICTORIA BODINE

Stephanie Caroline Morgan

ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX

EVERLONG FINANCIAL · AUSTIN, TX

EDWARD JONES · Austin, TX

HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX

WEATHERGAGE CAPITAL, LLC · AUSTIN, TX

LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX

JAMES S. MARROQUIN, CFP · AUSTIN, TX

OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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