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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-03-29 |
| TX | RA | APPROVED | 2022-03-28 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Atlanta | GA | 03/2010 | 02/2022 |
| Charles Schwab Bank | Atlanta | GA | 01/2017 | 02/2022 |
| Morgan Stanley | Atlanta | GA | 02/2022 | Present |
*485392 - Poshmark; Investment related: No; Redwood City; California; Social Commerce Marketplace; Online Seller(proprietor, partner, officer, director, employee, trustee, agent); 09/2019;During business hours: 0; After business hours: 4; I have a page on Poshmark's app, I post new or used items that I own for sale *535398 - DoorDash; Investment related: No; San Francisco, California; Food delivery; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 25; Food Delivery *642339- TikTok; Investment related-No; Culver City, California; Social Media Platfrom/Online Retail; Content Creator/Affliate Marketing (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 30; Sales/Marketing *641975- Amazon; Investment related: No; Seattle, Washington; Retail/Online Stores; Amazon Associate Program- Affiliate Marketing (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 10; Sales/Marketing *672814 - JK Effect Media LLC; Investment related: Yes; Atlanta, Georgia; Content Creation, Affiliate Marketing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 20; Administrative:Accounting/Bookkeeping:Business Development/Growth:Sales/Marketing:Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-23 |
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