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Detailed Report
PAUL M GREER
CRD#: 2556420
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 7600 Broadway
Suite 100
San Antonio, TX 78209
Registration History
19952000200520102015202020252 FIRMS1994 - 2009 (14 years)2 FIRMS2009 - Present (15 years)
License(s)

State Registrations

B
Arkansas 11/14/2016
B
Missouri 1/5/2021
B
California 6/1/2009
B
New York 6/1/2009
B
Colorado 6/1/2009
B
North Carolina 6/1/2009
B
District of Columbia 5/19/2021
B
Pennsylvania 5/23/2022
B
Georgia 6/1/2009
B
Tennessee 4/17/2014
B
Illinois 1/4/2023
B
Texas 6/1/2009
B
Indiana 2/22/2011
IA
Texas 6/1/2009
B
Louisiana 4/11/2022
B
Washington 6/1/2009

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
7600 Broadway Suite 100, San Antonio, TX 78209
Registered with this firm since 6/1/2009
B
MORGAN STANLEY (CRD#:149777)
7600 Broadway Suite 100, San Antonio, TX 78209
Registered with this firm since 6/1/2009
Previous Registration(s)
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IA
 12/19/1994 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) SAN ANTONIO, TX
B
 12/09/1994 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) SAN ANTONIO, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.