James Robert Mcdonald

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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	2021-06-24

TX RA
APPROVED

Since 2021-06-24

Branch Locations

845 Texas Avenue, Houston, TX 77002 • United States

2800 Post Oak Blvd Suite 3200, Houston, TX 77056 • 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
Morgan Stanley	Houston	TX	08/2020	Present
Morgan Stanley	Houston	TX	05/2019	07/2020
Helix Media 360	Houston	TX	03/2017	04/2019
U.S. Navy	San Diego	CA	04/2011	04/2017
Beachbody	Santa Monica	CA	07/2016	12/2018
Morgan Stanley Private Bank, N.A	New York	NY	10/2021	Present

08/2020 → Present

Morgan Stanley

Houston, TX
05/2019 → 07/2020

Morgan Stanley

Houston, TX
03/2017 → 04/2019

Helix Media 360

Houston, TX
04/2011 → 04/2017

U.S. Navy

San Diego, CA
07/2016 → 12/2018

Beachbody

Santa Monica, CA
10/2021 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-24

S66 Uniform Combined State Law Examination

2021-02-24

Other Names

James Robert Mcdonald

View on SEC IAPD

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