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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-25 |
| WA | RA | APPROVED | 2024-11-22 |
| TX | RA | APPROVED_RES | 2024-11-11 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Santa Barbara | CA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 11/2016 | 09/2017 |
| Morgan Stanley Smith Barney Llc | Lake Oswego | OR | 09/2017 | 06/2024 |
| Stifel, Nicolaus & Company, Incorporated | Portland | OR | 06/2024 | 10/2024 |
| Morgan Stanley | Vancouver | WA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-08 |
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