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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 | 2020-04-06 |
| TX | RA | APPROVED | 2020-04-03 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2014 | 11/2016 |
| Bank Of America, N.A. | Jacksonville | FL | 06/2014 | 11/2016 |
| Jp Morgan Securities, Llc | Plano | TX | 05/2018 | 03/2020 |
| Bank Of America, N.A. | Plano | TX | 12/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 12/2016 | 05/2018 |
| Morgan Stanley | Atlanta | GA | 03/2020 | Present |
*611211- TBD; Investment related: Yes; Marietta, Georgia; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-19 |
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