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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_RES | 2015-01-27 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Ponte Vedra Beach | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.D3F L.L.C -5295 HIDDEN HOLLOW CT JACKSONVILLE, FL 32224 -L.L.C -MEMBER, COLLECT AND PROCESS FLOW THROUGH INCOME -FLOW THROUGH INCOME -100% SHARES -3 HOURS OUTSIDE BUSINESS HOURS -THIS IS A FAMILY (MYSELF AND SPOUSE) REAL ESTATE HOLDING COMPANY THAT WILL BE USED TO OWN OUR PERSONAL REAL ESTATE INVESTMENT INTERESTS. 2. Sole Proprietor / Owner / Partner; D3F L.L.C since 1/2011; collect and process flow through income 0 during business hours and 3 hours after business hours eal estate holding company; 12049 Lake Fern Dr. Jacksonville, Fl 1762 Embassy Dr. Jacksonville, Fl 3. REV MotorHaus; Investment related Yes; Multi-dimensional motorsport operating platform; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 3 4. *551032- Rocketbird Holdings LLC; Investment related-Yes; Jacksonville, Florida; Automotive/Transportation:Publishing:Other; Other (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 20; manage the rights, use and IP of creative property *622565 - LUNA LLC; Investment Related - Yes; jacksonville, Florida; Publishing, Automotive/Transportation; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 15; creative IP strategy development advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-09 |
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