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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 | 2023-04-26 |
Branch Locations
3230 Camp Bowie Boulevard Suite 625, Fort Worth, TX 76107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 10/2019 | 04/2023 |
| Best Buy | Fort Worth | TX | 04/2019 | 10/2019 |
| Heliana's Pharmacy | Yaounde | 01/2017 | 03/2019 | |
| Department Of Public Health Cameroon | Douala | 05/2014 | 01/2017 | |
| Bank Of America, N.A. | Fort Worth | TX | 01/2020 | 04/2023 |
| Morgan Stanley | Fort Worth | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-11 |
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