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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 | 2024-06-21 |
| FL | RA | APPROVED | 2024-06-05 |
Branch Locations
100 North Tampa Street Suite 3000, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc. | Tampa | FL | 05/2017 | 11/2018 |
| Citigroup | Tampa | FL | 01/2017 | 05/2017 |
| Raymond James Financial | St. Petersburg | FL | 05/2012 | 12/2016 |
| Usaa Financial Planning Services | Tampa | FL | 05/2017 | 11/2018 |
| Raymond James & Associates, Inc | St Petersburg | FL | 11/2018 | 10/2021 |
| Raymond James Financial Services, Inc. | Tampa | FL | 01/2020 | 09/2022 |
| All Season Wealth | Tampa | FL | 10/2021 | 09/2022 |
| All Seasons Wealth | Tampa | FL | 10/2021 | 09/2022 |
| Lpl Financial Llc | Tampa | FL | 09/2022 | 04/2024 |
| Morgan Stanley | Tampa | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-28 |
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