William David Valentine

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2009-06-01

MO RA
APPROVED

Since 2009-06-01

Branch Locations

7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • United States

Ballwin, MO • 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
Citigroup Global Markets Inc.	Clayton	MO	05/1989	Present
Morgan Stanley Smith Barney	Clayton	MO	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

05/1989 → Present

Citigroup Global Markets Inc.

Clayton, MO
06/2009 → Present

Morgan Stanley Smith Barney

Clayton, MO
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1995-11-01 → 2009-06-01

Citigroup Global Markets Inc.

St. Louis, MO

Clayton, MO

Other Businesses

*492012- Power of Attorney; Investment related Yes; Ellisville, Missouri; Power of Attorney; 03/2022; During business hours: 4; After business hours: 1;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-04-08
S63	Uniform Securities Agent State Law Examination	1985-01-30

S65 Uniform Investment Adviser Law Examination

1994-04-08
S63 Uniform Securities Agent State Law Examination

1985-01-30

Other Names

Bill Valentine

View on SEC IAPD