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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 | 2023-01-06 |
| FL | RA | APPROVED | 2023-01-03 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 04/2022 | Present |
| Florida State University | Tallahassee | FL | 01/2017 | 05/2020 |
| St. Petersburg College | Saint Petersburg | FL | 08/2016 | 12/2016 |
| Uber Technologies Inc. | Saint Petersburg | FL | 01/2021 | 12/2021 |
| N/A | N/A | FL | 01/2022 | 04/2022 |
| Glory Days Grill | Saint Petersburg | FL | 05/2015 | 01/2020 |
| N/A | N/A | FL | 05/2020 | 01/2021 |
*497654 - Uber Technologies Inc.; Investment related: No; San Francisco, California; Automotive/Transportation; Employee, Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
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