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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-16
  • TX RA
    APPROVED
    Since 2024-04-16

Branch Locations

7600 Broadway Suite 100, San Antonio, TX 78209 • 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
Frost Brokerage Services, Inc. San Antonio TX 06/2023 03/2024
Frost Bank San Antonio TX 09/2021 06/2023
Braverman Terry Oei Eye Associates - Ocular Surgery Center San Antonio TX 04/2018 07/2021
Unemployed San Antonio TX 07/2021 09/2021
Brightstar Care San Antonio TX 04/2017 10/2017
Chevrolet San Antonio TX 02/2017 03/2017
Ignite San Antonio TX 11/2017 03/2018
Unemployed San Antonio TX 02/2016 01/2017
Morgan Stanley San Antonio TX 03/2024 Present
  • 06/2023 → 03/2024
    Frost Brokerage Services, Inc.
    San Antonio, TX
  • 09/2021 → 06/2023
    Frost Bank
    San Antonio, TX
  • 04/2018 → 07/2021
    Braverman Terry Oei Eye Associates - Ocular Surgery Center
    San Antonio, TX
  • 07/2021 → 09/2021
    Unemployed
    San Antonio, TX
  • 04/2017 → 10/2017
    Brightstar Care
    San Antonio, TX
  • 02/2017 → 03/2017
    Chevrolet
    San Antonio, TX
  • 11/2017 → 03/2018
    Ignite
    San Antonio, TX
  • 02/2016 → 01/2017
    Unemployed
    San Antonio, TX
  • 03/2024 → Present
    San Antonio, TX
Previous Registrations
Other Businesses

*589927 - Uber; Investment related - No; San Francisco, California; Ride Share / Food Delivery; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2018; During business hours: 0; After business hours: 10; Customer Service *589925 - Amazon; Investment related -No; Seattle, Washington; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2018; During business hours: 0; After business hours: 10; Customer Service *616093 - SHIPT; Investment Related - No; SAN FRANCISCO, California; Retail/Online Stores; Contractor(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2024; During Business Hours: 0; After Business Hours: 4; Customer Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-22
  • S66 Uniform Combined State Law Examination
    2023-11-22

View on SEC IAPD

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