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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-22
CA RA APPROVED 2014-07-03
IL RA APPROVED 2013-03-27
  • TX RA
    APPROVED
    Since 2022-04-22
  • CA RA
    APPROVED
    Since 2014-07-03
  • IL RA
    APPROVED
    Since 2013-03-27

Branch Locations

911 W Loop 281 Suite 310, Longview, TX 75604 • 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 Smith Barney Longview TX 07/2006 Present
Morgan Stanley Private Bank, National Association New York NY 09/2015 Present
  • 07/2006 → Present
    Morgan Stanley Smith Barney
    Longview, TX
  • 09/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

*547114 - Rental Property; Investment related: Yes; Lindale, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 1; Other

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-26
  • S66 Uniform Combined State Law Examination
    2013-03-26
Other Names
  • Terri Suzanne Ward

View on SEC IAPD

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