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Timothy Scott Irwin

Morgan Stanley

Waco, TX

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-25
  • TX RA
    APPROVED
    Since 2024-10-25

Branch Locations

510 Austin Avenue Suite. 314, Waco, TX 76701 • 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
Harmony School Of Excellence / Jersey Village High School Houston TX 08/2005 07/2017
Baylor University Waco TX 08/2017 05/2021
Ubs Financial Services, Inc. Waco TX 01/2019 06/2021
Ubs Financial Services, Inc. Waco TX 06/2021 10/2024
Morgan Stanley Smith Barney Llc Austin TX 10/2024 02/2025
Morgan Stanley Private Bank, N.A New York NY 12/2024 Present
Morgan Stanley Smith Barney Llc Waco TX 02/2025 Present
  • 08/2005 → 07/2017
    Harmony School Of Excellence / Jersey Village High School
    Houston, TX
  • 08/2017 → 05/2021
    Baylor University
    Waco, TX
  • 01/2019 → 06/2021
    Ubs Financial Services, Inc.
    Waco, TX
  • 06/2021 → 10/2024
    Ubs Financial Services, Inc.
    Waco, TX
  • 10/2024 → 02/2025
    Morgan Stanley Smith Barney Llc
    Austin, TX
  • 12/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 02/2025 → Present
    Morgan Stanley Smith Barney Llc
    Waco, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-27
  • S66 Uniform Combined State Law Examination
    2022-04-27
Other Names
  • Tim Irwin

View on SEC IAPD

Other Firms

THE ASPEN EQUITY GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACADEMY CAPITAL MANAGEMENT
J.P. MORGAN SECURITIES LLC
JOHN WESSLER & ASSOCIATES
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

ROBERT LEE CLUCK
NITA LYON TUCKER
Kristen Renee Chamblee
Carter JOHN Harris
TERRY C HAYES
Kristina Mayes
CHASSIDY G WYNNE
ROSE MARIE GARCIA

Other Offices

THE ASPEN EQUITY GROUP · WACO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
J.P. MORGAN SECURITIES LLC · WACO, TX
JOHN WESSLER & ASSOCIATES · WACO, TX
EDWARD JONES · WACO, TX

More in Waco, TX

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