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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 | APPROVED | 2024-07-30 |
| TX | RA | APPROVED | 2024-07-29 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Tampa | FL | 07/2022 | Present |
| Bank Of America | Tampa | FL | 10/2021 | 06/2022 |
| Race Trac | Tampa | FL | 04/2021 | 10/2021 |
| Amazon | Ruskin | FL | 04/2021 | 05/2021 |
| Gnc | Tampa | FL | 05/2009 | 01/2021 |
| Morgan Stanley | Tampa | FL | 02/2023 | Present |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | Present |
629759 - UBER; Investment Related - No; SAN FRANCISCO, California; Automotive/Transportation; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 0; After Business Hours: 10; Customer Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-05 |
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