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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 | 2023-05-26 |
| WA | RA | APPROVED | 2023-05-17 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thornburg Investment Management | Santa Fe | NM | 08/2021 | 03/2022 |
| Domino's | Bellingham | WA | 10/2018 | 02/2020 |
| Ralph Lauren | Aubrun | WA | 10/2016 | 09/2017 |
| Arby's | Fife | WA | 10/2015 | 03/2017 |
| Unemployed | Federal Way | WA | 03/2020 | 07/2021 |
| Unemployed | Federal Way | WA | 10/2017 | 09/2018 |
| Morgan Stanley | Kirkland | WA | 08/2022 | Present |
| Home Depot | Santa Fe | NM | 04/2022 | 06/2022 |
| Unemployed | Federal Way | WA | 07/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-22 |
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