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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-11-08 |
| TX | RA | APPROVED | 2021-11-04 |
Branch Locations
2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2020 | 09/2021 |
| Red Lobster | El Paso | TX | 04/2016 | 03/2018 |
| University Of Texas El Paso | El Paso | TX | 09/2018 | 01/2019 |
| Pepsico | Nashville | TN | 06/2019 | 08/2019 |
| Unemployed | El Paso | TX | 05/2018 | 07/2018 |
| Unemployed | El Paso | TX | 09/2019 | 06/2020 |
| University Of Texas El Paso | El Paso | TX | 01/2017 | 05/2020 |
| Transmountain Early College High School | El Paso | TX | 08/2013 | 06/2017 |
| El Paso Community College | El Paso | TX | 08/2013 | 12/2016 |
| Morgan Stanley | Dallas | TX | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
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