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Morgan Stanley CRD 149777
$1.96T regulatory AUM 416,984 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America N.A. | Charlotte | NC | 03/2008 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2009 | 06/2019 |
| Trini Pie Company Llc | Jacksonville | FL | 01/2015 | 05/2020 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 05/2020 | 05/2022 |
| Citigroup | Jacksonville | FL | 05/2022 | 03/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 12/2024 | 07/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 12/2024 | 07/2025 |
| Uber | Jacksonville | FL | 03/2024 | 12/2024 |
| Morgan Stanley | Jacksonville | FL | 07/2025 | Present |
*651158 - UBER; Investment related: No; San Francisco; California; Automotive/Transportation; (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 8; independent contractor; driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-23 |
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