Kanyon Sar

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-29
TX	RA	APPROVED	2026-06-26

FL RA
APPROVED

Since 2026-06-29
TX RA
APPROVED

Since 2026-06-26

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Tampa	FL	02/2025	Present
Topgolf	St. Petersburg	FL	12/2024	12/2024
American Social	Tampa	FL	05/2021	05/2024
Greenbridge Wealth Management	Clearwater	FL	08/2020	11/2020
Publix	Tarpon Springs	FL	03/2018	05/2021
Winn-Dixie	Holiday	FL	03/2017	12/2017
Unemployed	Tampa	FL	05/2024	12/2024
Full-Time Education	Holiday	FL	08/2015	06/2019
Oakford Park Capital	Tampa	FL	01/2020	07/2020

02/2025 → Present

Morgan Stanley

Tampa, FL
12/2024 → 12/2024

Topgolf

St. Petersburg, FL
05/2021 → 05/2024

American Social

Tampa, FL
08/2020 → 11/2020

Greenbridge Wealth Management

Clearwater, FL
03/2018 → 05/2021

Publix

Tarpon Springs, FL
03/2017 → 12/2017

Winn-Dixie

Holiday, FL
05/2024 → 12/2024

Unemployed

Tampa, FL
08/2015 → 06/2019

Full-Time Education

Holiday, FL
01/2020 → 07/2020

Oakford Park Capital

Tampa, FL

Other Businesses

*630439- Uber Eats; Investment related: No; Louisville, Kentucky; Independent contracting; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 4; Labor/Service *649814- Egypt Shrine Center; Investment related: No; Tampa, Florida; Restaurant/Bar/Nightclub; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 4; Labor/Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-23
S63	Uniform Securities Agent State Law Examination	2025-07-14

S66 Uniform Combined State Law Examination

2026-06-23
S63 Uniform Securities Agent State Law Examination

2025-07-14

View on SEC IAPD