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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-12 |
Branch Locations
16554 Creek Bend Drive Suite 100, Sugar Land, TX 77478 • United States
Sugar Land, TX • United States
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 08/2018 |
| Morgan Stanley | Houston | TX | 08/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | Present |
1. Lancelot Properties Series LLC; Investment related; Houston, Texas; Purchase of Real Estate to rent out; Director (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 1; Collecting Rent and maintaining the property *621383 - Lancelot Properties Series LLC; Investment Related - Yes; Houston, Texas; Real Estate; Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2018; During Business Hours: 0; After Business Hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-18 |
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