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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 | 2025-09-11 |
Branch Locations
2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Houston | TX | 09/2021 | 08/2025 |
| Foh Furniture Llc | Plano | TX | 08/2020 | 09/2021 |
| Savers | Austin | TX | 09/2019 | 11/2019 |
| University Of Texas At Austin | Austin | TX | 09/2016 | 08/2020 |
| Morgan Stanley | Dallas | TX | 09/2025 | Present |
*690539- Tar Goods LLC; Investment related: Yes; Frisco, Texas; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 5; Administrative:Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-22 |
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