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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-01 |
Branch Locations
201 Main Street Suite 1500, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Fort Worth | TX | 02/2017 | 03/2019 |
| Kim Dawson Agency | Dallas | TX | 01/2014 | Present |
| Click Model Management | New York | NY | 01/2011 | Present |
| Page Parkes Management | Houston | TX | 03/2008 | 12/2016 |
| University Of North Texas | Denton | TX | 01/2012 | 12/2016 |
| Ubs Financial Services Inc. | Fort Worth | TX | 04/2019 | 11/2019 |
| Morgan Stanley Smith Barney Llc | Fort Worth | TX | 11/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2019 | Present |
1. *312815 - Kim Dawson Agency; Investment related - No; Modeling; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jan 2014; During business hours: 0; After business hours: 2; Runway modeling. 2. *313025 - CLICK Model Management; Investment related - No; Modeling; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Oct 2010; During business hours: 0; After business hours: 0; Modeling. 3. *318965 - Kim Dawson Agency; Investment related - No; Commercial; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jan 2014; During business hours: 1; After business hours: 5; Acting. 4. *421098 - Project 4031; Investment Related - No; Fort Worth, Texas; Health and Welfare; Board Member:Finance Committee:Other Committee - Governance chair/committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2021; During Business Hours: 2; After Business Hours: 0; Fundraising, Business Development/Growth, Investment Decisions/Advice, Marketing * 427906- El Tesoro Foundation; Investment related-No; Fort Worth, Texas; Children/Youth; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 1; Investment Decisions/Advice. *546082- Fort Worth Opera Endowment; Investment related-No; Fort Worth, Texas; Art/Culture: Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 1; After business hours: 1; Fundraising, Investment Decisions/Advice, Business Development/Growth *445641- Fort Worth Opera; Investment related: No; Fort Worth, Texas; Non-Profit; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 1; After business hours: 2; Business Development/Growth, Marketing, Fundraising, Check Signing/Funds Disbursements *582171 - Wicked Defense; Investment Related - Yes; Fort Worth, Texas; Education; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 2; Labor/Service, Administrative, Business Development/Growth *607227 - THE FOUNDATION FOR CENTER FOR TRANSFORMING LIVES; Investment Related - No; Fort Worth, Texas; Health and Welfare, Civic/Community; Board Member, Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 1; After Business Hours: 0; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-28 |
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