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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2012-01-10 |
| TX | RA | APPROVED_RES | 2011-01-11 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | St. Petersburg | FL | 09/2007 | Present |
| Morgan Stanley Smith Barney | Tampa | FL | 06/2009 | Present |
1. NAME OF BUSINESS- BODY DYNAMICS; ADDRESS: 900 PASADENA AVE SOUTH SOUTH PASADENA FL 33707 BUSINESS IS NOT INVESTMENT-RELATED; BODY DYNAMICS IS A FITNESS CENTER; POSITION-CYCLING INSTRUCTOR; START DATE IS MARCH 23, 2005; I TEACH 1 HOUR PER WEEK; 4 HOURS PER MONTH; CLASS IS AT 6:30PM ET TO 7:30 PM ET ON THURSDAY EVENINGS; I DO NOT DEVOTE ANY TIME TO THE OUTSIDE ACTIVITY THROUGHOUT MARKET TRADING HOURS; DUTIES: TEACH A CYCLING CLASS; 4. *342311 - Les Chateaux; Investment related Yes; South Pasadena, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2018 ; During business hours: 0; After business hours: 0; owner. 5. *570850 - Crunch Fitness; Investment related-No; St Petersburg, Florida; Gym; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 4; I teach one cycling class per week and substitute cycling classes as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-03 |
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