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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-02 |
| DC | RA | APPROVED | 2024-04-30 |
| CA | RA | APPROVED | 2021-07-06 |
| TX | RA | APPROVED | 2021-07-06 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Pleasanton | CA | 10/2012 | 09/2019 |
| Flex Circuit Gym | Oakland | CA | 02/2016 | 05/2021 |
| Morgan Stanley | San Francisco | CA | 06/2021 | Present |
*445019 - Freelance Artist; Investment related - No; Washington, District of Columbia; Art/Culture; Self (Artist)(proprietor, partner, officer, director, employee, trustee, agent);01/1984; During business hours: 0; After business hours: 2; Freelance art and graphic design
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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