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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-15 |
| TX | RA | APPROVED | 2023-12-15 |
Branch Locations
4343 Easton Commons, Columbus, OH 43219 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westerville | OH | 10/2022 | 11/2023 |
| Telhio Credit Union | Westerville | OH | 07/2021 | 07/2022 |
| The State Bank & Trust Company | Dublin | OH | 08/2020 | 07/2021 |
| Giant Eagle | Columbus | OH | 03/2020 | 08/2020 |
| Bd's Mongolian Grill | Columbus | OH | 12/2018 | 03/2020 |
| Nordstrom | Columbus | OH | 10/2018 | 12/2018 |
| Tilly's | Columbus | OH | 09/2016 | 09/2018 |
| Dsw | Columbus | OH | 09/2017 | 01/2018 |
| Old Navy | Columbus | OH | 06/2015 | 09/2016 |
| Bank Of America, N.A. | Westerville | OH | 01/2023 | 11/2023 |
| Morgan Stanley | Columbus | OH | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
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