Best Investors
Account
Sign in
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 | 2025-06-14 |
| AZ | RA | APPROVED | 2022-11-15 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Phoenix | AZ | 10/2012 | 11/2019 |
| Jp Morgan Chase Bank | Phoenix | AZ | 11/2011 | 10/2022 |
| M A L O O T T O, Llc. | Phoenix | AZ | 12/2014 | Present |
| Kathy Hansen Interpreting & Translation Services | Phoenix | AZ | 09/2018 | 10/2022 |
| Jp Morgan Securities Llc | Phoenix | AZ | 11/2019 | 10/2022 |
| 4142 North Tenth Place, Llc. | Phoenix | AZ | 10/2016 | Present |
| 1731 W Flower Llc | Phoenix | AZ | 10/2021 | Present |
| Morgan Stanley | Scottsdale | AZ | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
*529053 - 1731 W FLOWER LLC; Investment related: Yes; Phoenix, Arizona; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 1; Property Management ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: M A L O O T T O, LLC. POSITION: OWNER START DATE: 12/16/2014 ADDRESS: PHOENIX AZ DETAILS: Media production and associated merchandising and affiliate activity to monetize produced works. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 1 INVESTMENT RELATED: NO ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: Green Jacket Media LLC. POSITION: OWNER START DATE: 01/25/2008 ADDRESS: PHOENIX AZ DETAILS: Defunct media production company. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: NO *529050 - 4142 NORTH TENTH PLACE, LLC; Investment related: Yes; Phoenix, Arizona; Real Estate; Manager(proprietor, partner, officer, director, employee, trustee, agent); 10/2016; During business hours: 0; After business hours: 3; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Customer Service, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-29 |
Reach out to this advisor