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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 | 2026-05-06 |
Branch Locations
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 | Atlanta | GA | 06/2022 | 08/2023 |
| Doordash | Atlanta | GA | 05/2021 | 12/2021 |
| Instacart | Atlanta | GA | 07/2021 | 12/2021 |
| Clark Atlanta University | Atlanta | GA | 01/2019 | 04/2020 |
| Mcalister's | Flowood | MS | 04/2017 | 06/2018 |
| Mcalister's | Atlanta | GA | 02/2019 | 09/2019 |
| Rue 21 | Ridgeland | MS | 06/2016 | 04/2017 |
| Clark Atlanta University | Atlanta | GA | 08/2018 | 12/2021 |
| Unemployed | Atlanta | GA | 12/2021 | 06/2022 |
| Transamerica Investors Securities Corporation & Transamerica Li | Houston | TX | 12/2023 | 03/2026 |
| Unemployed | Houston | TX | 08/2023 | 12/2023 |
| Morgan Stanley | Houston | TX | 04/2026 | Present |
*691508- AMAZON KINDLE DIRECT PUBLISHING; MY CAREER JOURNAL; Investment related: No; KATY, Texas; Other; Other AUTHOR- BLANK JOURNAL (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 6; Other; CREATOR ; GAINING A PORTION OF SALES AND INDIRECT MARKETING 691795- Allemedy LLC; Investment related: Yes; HOUSTON, Texas; Other; Other OWNER/MANAGING MEMBER (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 30; Other Renting properties and creating a travel experience where individuals pay per night for a profit; This only included rental arbitrage in early stages. There is not a real estate license involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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