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 | 2022-01-21 |
| FL | RA | APPROVED | 2022-01-12 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 09/2021 | Present |
| Unemployment | Tampa | FL | 12/2019 | 08/2021 |
| Mosquito Hunters Of Tampa | Tampa | FL | 12/2016 | 11/2019 |
| Unemployment | Lutz | FL | 07/2016 | 11/2016 |
| E*Trade Securities Llc | Temple Terrace | FL | 10/2022 | Present |
*589386 - Ballen Enterprises Inc; Investment Related: Yes; Tampa, Florida; Oil/Energy; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 0; After Business Hours: 0; My husband opened this company, he just put my name on it for no reason.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-11 |
Reach out to this advisor