Best Investors
Account
Sign in
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 | 2024-11-18 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 08/2022 | Present |
| Golden Grape Entertainment Group | Edinburg | TX | 04/2022 | 08/2022 |
| Idea Public Schools | Weslaco | TX | 07/2021 | 04/2022 |
| Southwest Beverages, Llc | Austin | TX | 11/2020 | 06/2021 |
| Maximum Tubular Makeups | Midland | TX | 06/2019 | 03/2020 |
| Target | Pflugerville | TX | 12/2018 | 06/2019 |
| Rgv Concessions | Edinburg | TX | 04/2017 | 10/2018 |
| Jc Penney | Mcallen | TX | 10/2010 | 03/2017 |
| Amazon | Austin | TX | 10/2020 | 10/2020 |
| Ibc Bank | Austin | TX | 10/2020 | 10/2020 |
| Unemployed | Austin | TX | 04/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-16 |
Reach out to this advisor