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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 | 2021-08-26 |
| AZ | RA | APPROVED | 2021-08-19 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 04/2021 | Present |
| Walmart | Casper | WY | 11/2020 | 03/2021 |
| Alsade Limited (Guio Ranch) | Big Piney | WY | 05/2020 | 08/2020 |
| Walmart | Casper | WY | 04/2020 | 05/2020 |
| University Of Wyoming (Education) | Laramie | WY | 08/2017 | 12/2020 |
| Wyoming Survey & Analysis Center | Laramie | WY | 08/2019 | 03/2020 |
| Alsade Limited (Guio Ranch) | Big Piney | WY | 05/2019 | 08/2019 |
| Wyoming Survey & Analysis Center | Laramie | WY | 02/2019 | 05/2019 |
| Alsade Limited (Guio Ranch) | Big Piney | WY | 05/2018 | 08/2019 |
| Chili's | Laramie | WY | 11/2017 | 03/2018 |
| Alsade Limited (Guio Ranch) | Big Piney | WY | 05/2017 | 08/2017 |
| Chili's | Laramie | WY | 01/2017 | 05/2017 |
| Impax Electrical Solutions | Yukon | OK | 05/2016 | 12/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-05 |
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