Elvira Portera

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-02-27
TX	RA	APPROVED	2026-02-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Chicago	IL	12/2016	05/2017
Unemployed	Chicago	IL	12/2015	12/2016
Morgan Stanley Private Bank, National Association	New York	NY	04/2017	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	02/2018	03/2019
Unemployed	Chicago	IL	06/2017	02/2018
Unemployed	Dallas	TX	03/2019	02/2021
Fidelity Investments	Westlake	TX	02/2021	06/2021
Ubs Financial Services	Plymouth	MI	06/2023	02/2026
Unemployed	Grosse Pointe Woods	MI	06/2021	06/2023
Morgan Stanley	Grosse Pointe Farms	MI	02/2026	Present

12/2016 → 05/2017

Morgan Stanley

Chicago, IL
12/2015 → 12/2016

Unemployed

Chicago, IL
04/2017 → 05/2017

Morgan Stanley Private Bank, National Association

New York, NY
02/2018 → 03/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
06/2017 → 02/2018

Unemployed

Chicago, IL
03/2019 → 02/2021

Unemployed

Dallas, TX
02/2021 → 06/2021

Fidelity Investments

Westlake, TX
06/2023 → 02/2026

Ubs Financial Services

Plymouth, MI
06/2021 → 06/2023

Unemployed

Grosse Pointe Woods, MI
02/2026 → Present

Morgan Stanley

Grosse Pointe Farms, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-07
S63	Uniform Securities Agent State Law Examination	2015-09-14

Other Firms