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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED | 2022-12-19 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 08/2020 | 12/2021 |
| Unemployed | Atlanta | GA | 01/2020 | 08/2020 |
| College Football Player | Statesboro | GA | 07/2017 | 12/2019 |
| La Berry Frozen Yogurt | Statesboro | GA | 03/2017 | 02/2018 |
| Walgreen's | Stateboro | GA | 03/2016 | 03/2017 |
| Louie's House / Summit Bhc | Statesboro | GA | 01/2016 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 12/2021 | 11/2022 |
| Morgan Stanley | Atlanta | GA | 11/2022 | Present |
*534244 - Unofficial Partnership; Investment related - Yes; Atlanta, GA; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2020; During business hours: 0; After business hours: 8; Real Estate investment and modeling
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-12 |
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