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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_RES | 2020-03-03 |
| WA | RA | APPROVED | 2019-08-08 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States
1020 10Th Street 2Nd Floor, Modesto, CA 95354 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Vancouver | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*579855- TC Truckers LLC; Investment related: Yes; Sparks, Nevada; Automotive/Transportation; Lender (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 0; Silent Partner, provide lin of credit.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-19 |
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