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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_RES | 2020-03-03 |
| CA | RA | APPROVED | 2015-05-28 |
Branch Locations
21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 05/2015 | Present |
1. DOTERRA INTERNATIONAL REPRESENTATIVE/ PRIVATELY HELD /START DATE 2/16/2015 2. *426634 - Young Living; Investment related - No; Lehi; Utah; Retail/Online Stores; Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 1; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-29 |
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