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Mark David Brezina

Morgan Stanley

Houston, TX

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-31
  • TX RA
    APPROVED
    Since 2020-07-31

Branch Locations

16055 Space Center Boulevard Suite 100, Houston, TX 77062 • 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
Lifestyle Financial Advisors Friendswood TX 04/2016 07/2020
First Allied Securities, Llc San Diego CA 04/2016 07/2020
Lifestyle Asset Management, Inc. Friendswood TX 06/2019 07/2020
Morgan Stanley Houston TX 07/2020 Present
Morgan Stanley Private Bank, N.A New York NY 07/2021 Present
  • 04/2016 → 07/2020
    Lifestyle Financial Advisors
    Friendswood, TX
  • 04/2016 → 07/2020
    First Allied Securities, Llc
    San Diego, CA
  • 06/2019 → 07/2020
    Lifestyle Asset Management, Inc.
    Friendswood, TX
  • 07/2020 → Present
    Morgan Stanley
    Houston, TX
  • 07/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-03
  • S66 Uniform Combined State Law Examination
    2019-05-03

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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