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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 | 2024-11-21 |
| TX | RA | APPROVED | 2024-11-20 |
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 | Temple Terrace | FL | 01/2023 | Present |
| American Income Life Insurance Company | Clearwater | FL | 05/2022 | 08/2022 |
| Doordash | Tampa | FL | 02/2020 | 08/2020 |
| University Of South Florida | Tampa | FL | 01/2019 | 12/2022 |
| Bloomingdale High School | Valrico | FL | 08/2014 | 12/2018 |
| Unemployed | Tampa | FL | 01/2018 | 01/2019 |
| Morgan Stanley | Temple Terrace | FL | 06/2023 | Present |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-19 |
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