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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 |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-09-07 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Service, Inc | Fort Worth | TX | 03/2022 | 07/2022 |
| Florida National Guard | Pinellas Park | FL | 05/2022 | Present |
| Waterset Charter School | Apollo Beach | FL | 08/2019 | 05/2022 |
| Chicken Salad Chick | Tampa | FL | 04/2020 | 08/2020 |
| Publix | Tampa | FL | 01/2018 | 10/2018 |
| Giannis Pizza | Hudson | FL | 11/2016 | 08/2018 |
| Unemployed | Hudson | FL | 01/2012 | 11/2016 |
| Unemployed | Tampa | FL | 10/2018 | 08/2019 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 07/2022 | 08/2023 |
| First Command Advisory Services, Inc | Fort Worth | TX | 07/2022 | 08/2023 |
| First Command Insurance Services, Inc | Fort Worth | TX | 07/2022 | 08/2023 |
| Morgan Stanley | Temple Terrace | FL | 08/2023 | Present |
*568126 - Florida National Guard; Investment related-No; Pinellas Park, Florida; Government; Employee, Financial Management Officer (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 8; After business hours: 16; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-12 |
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