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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 | 2024-01-17 |
| SD | RA | APPROVED | 2024-01-02 |
Branch Locations
300 Cherapa Place Suite 503, Sioux Falls, SD 57103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sioux Falls | SD | 09/2023 | Present |
| Unemployed | Leclaire | IA | 06/2023 | 09/2023 |
| Cbi Bank And Trust | Davenport | IA | 06/2022 | 05/2023 |
| Unemployed | Leclaire | IA | 12/2021 | 06/2022 |
| First Savings Bank | Sioux Falls | SD | 08/2017 | 12/2021 |
| South Dakota Division Of Banking | Sioux Falls | SD | 01/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
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