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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_RES | 2024-06-05 |
| FL | RA | APPROVED | 2024-05-21 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
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 | Temple Terrace | FL | 03/2023 | Present |
| Ms & Neuromuscular Center Of Excellence | Clearwater | FL | 08/2020 | 03/2023 |
| Fit Feet For Life | Tampa | FL | 07/2019 | 03/2020 |
| Fedex | Tampa | FL | 12/2018 | 05/2019 |
| Fsu | Tallahassee | FL | 08/2013 | 12/2018 |
| N/A | Tampa | FL | 05/2019 | 07/2019 |
| N/A | Tampa | FL | 03/2020 | 08/2020 |
*556675- Uber; Investment related: No; San Francisco, California; Automotive/Transportation, Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 20; Labor/Service, Customer Service *547863- DoorDash; Investment related: No; San Fransisco, California; Restaurant/Bar/Nightclub, Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 40; Customer Service, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-20 |
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