Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-16 |
| TX | RA | APPROVED | 2022-03-25 |
Branch Locations
2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2018 | 01/2021 |
| The Flash Corporation | Dallas | TX | 12/2011 | 07/2017 |
| Unemployed | Lewisville | TX | 07/2017 | 05/2018 |
| Morgan Stanley | Dallas | TX | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-07 |
Reach out to this advisor