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Keith Jackson Cox

Morgan Stanley

Tampa, FL

CRD 7490195

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-21
FL RA APPROVED 2023-07-19
  • TX RA
    APPROVED
    Since 2023-07-21
  • FL RA
    APPROVED
    Since 2023-07-19

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Temple Terrace FL 03/2022 Present
Unemployed - Executor Of Fathers Estate New Port Richey FL 06/2021 03/2022
Self Employed Caregiver New Port Richey FL 11/2016 06/2021
Freedman's Office Supply Tampa FL 11/2013 11/2016
  • 03/2022 → Present
    Morgan Stanley
    Temple Terrace, FL
  • 06/2021 → 03/2022
    Unemployed - Executor Of Fathers Estate
    New Port Richey, FL
  • 11/2016 → 06/2021
    Self Employed Caregiver
    New Port Richey, FL
  • 11/2013 → 11/2016
    Freedman's Office Supply
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-18
  • S66 Uniform Combined State Law Examination
    2023-07-18
Other Names
  • Keith J Cox

View on SEC IAPD

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