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Daniela Valle

Morgan Stanley

Houston, TX

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-11-18
  • TX RA
    APPROVED
    Since 2019-11-18

Branch Locations

2800 Post Oak Boulevard 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
OrganizationCityStateFromTo
Morgan Stanley Houston TX 08/2017 Present
J.JIll Sugar Land TX 04/2014 07/2017
  • 08/2017 → Present
    Morgan Stanley
    Houston, TX
  • 04/2014 → 07/2017
    J.JIll
    Sugar Land, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-17
S63 Uniform Securities Agent State Law Examination 2019-06-09
  • S65 Uniform Investment Adviser Law Examination
    2019-11-17
  • S63 Uniform Securities Agent State Law Examination
    2019-06-09

View on SEC IAPD

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