Best Investors Account Sign in
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-01
  • TX RA
    APPROVED
    Since 2019-01-01

Branch Locations

5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • 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
Morgan Stanley Dallas TX 10/2018 Present
Bank Of America Dallas TX 10/2017 09/2018
Md America Energy Llc Fort Worth TX 09/2016 05/2017
Uneployed Dallas TX 06/2017 09/2017
Morgan Stanley Private Bank, N.A New York NY 12/2018 Present
  • 10/2018 → Present
    Dallas, TX
  • 10/2017 → 09/2018
    Bank Of America
    Dallas, TX
  • 09/2016 → 05/2017
    Md America Energy Llc
    Fort Worth, TX
  • 06/2017 → 09/2017
    Uneployed
    Dallas, TX
  • 12/2018 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*637637- 2810 Lee St; Investment related-Yes; Dallas, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 5; Property Management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-28
  • S66 Uniform Combined State Law Examination
    2018-12-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor