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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2021-12-07 |
| MS | RA | APPROVED | 2021-10-18 |
Branch Locations
1100 Poydras Street Suite 1900, New Orleans, LA 70163 • United States
1018 Highland Colony Parkway Suite 105, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankplus | Ridgleland | MS | 07/2010 | 08/2017 |
| Lpl Financial, Llc | Ridgeland | MS | 06/2011 | 08/2017 |
| Regions Bank | Ridgeland | MS | 08/2017 | 03/2018 |
| Bankplus | Jackson | MS | 03/2018 | 08/2021 |
| Lpl Financial Llc | Jackson | MS | 05/2018 | 08/2021 |
| Morgan Stanley | Jackson | MS | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-13 |
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