Jeffrey Alan Thomas

3306 Mercer St., Houston, TX 77027 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-04-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley & Co., Incorporated	Houston	TX	04/2007	04/2017
Morgan Stanley Smith Barney	Houston	TX	06/2009	04/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	04/2017
Archetype Wealth Partners, Llc	Houston	TX	04/2017	Present

04/2007 → 04/2017

Morgan Stanley & Co., Incorporated

Houston, TX
06/2009 → 04/2017

Morgan Stanley Smith Barney

Houston, TX
01/2015 → 04/2017

Morgan Stanley Private Bank, National Association

New York, NY
04/2017 → Present

Archetype Wealth Partners, Llc

Houston, TX

1 PAGE EXPLORATION AND PRODUCTION 6 LLC OIL DRILLING 2 MEDICAL BRIDGES-BOARD MEMBER 3 WEST U. METHODIST CHURCH STEWARDSHIP CHAIR

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-04-12
S63	Uniform Securities Agent State Law Examination	1995-04-04