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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 11/2024 | Present |
| Realty One Group | Gilbert | AZ | 05/2024 | Present |
| John L Scott | Lacey | AZ | 07/2017 | 01/2019 |
| Redfin | Seattle | WA | 12/2019 | 03/2020 |
| Harbor Wholesale Foods | Lacey | WA | 10/2017 | 10/2018 |
| General Plastics Manufacturing | Tacoma | WA | 10/2018 | 11/2019 |
| General Plastics Manufacturing | Tacoma | WA | 07/2011 | 10/2017 |
| Independent | Gilbert | AZ | 05/2020 | 05/2024 |
*617272 - I-5 Chrome Shop LLC; Investment related: Yes; Rochester, Washington; Retail/Online Stores, Automotive/Transportation, Employee (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 60; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-24 |
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