Victor Fernand Medina

Current Employers

Employment History

• 04/2007 → 04/2017
  Morgan Stanley & Co., Incorporated
  Ft. Worth, TX
• 06/2009 → 04/2017
  Morgan Stanley Smith Barney
  Ft. Worth, TX
• 01/2015 → 04/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2017 → Present
  Hilltop Securities Inc
  Dallas, TX

Previous Registrations

• 2009-06-01 → 2017-04-26
  Morgan Stanley
  Fort Worth, TX
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Worth, TX
• 1993-11-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Worth, TX

Other Businesses

1. SKM COMMUNICATIONS STRATEGIES, LLC; - NON-INVESTMENT RELATED - PART OWNER OF BUSINESS WITH SPOUSE - NO COMPENSATION - 0 HOURS DURING BSNSS HOURS - 0 HOURS DURING NON BSNSS HOURS - FORT WORTH TX - CO - OWNER 49% - STARTED 01/2002 - No responsibilites or dailiy duties. 2. Arborlawn United Methodist Church - Investment related - Finance Committee Member - started October 2020 - Fort Worth, TX 76109 - 2 hrs only during non-business hrs - no conflicts of interest. 3. Amon Carter Museum - Non-investment related - Fort Worth, TX - Advisory Board - Started January 2015 - 1 hour per month; 1 hr/mo during business hours. 4. United Way of Tarrant County; Investment-related; Fort Worth, TX; Investment Committee member; Starting May 5, 2022; 2 hrs/quarter; zero hr/mo during business hours. Review the organizations investment portfolios for adherence to the current investment and spending policies. Recommend investment and financial policies and determine, consistent with policies approved by the Board of Directors, the organizations retained to provide investment and management advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-04
• S63 Uniform Securities Agent State Law Examination
  1993-11-16