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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 | 2026-02-09 |
Branch Locations
2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Dallas | TX | 06/2019 | 11/2025 |
| Preferred Hotel Group | Frisco | TX | 09/2012 | 05/2019 |
| Morgan Stanley Smith Barney Llc | Dallas | TX | 11/2025 | Present |
*705506- Island Crew Entertainment; Investment related No; McKinney, Texas; Art/Culture:Recreation; Other:hula dancer (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 5; entertainment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-09 |
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