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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2024-04-16 |
| TX | RA | APPROVED | 2024-03-04 |
Branch Locations
2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 10/2023 | Present |
| Morgan Stanley | Dallas | TX | 05/2023 | 10/2023 |
| Wealth Partners Alliance Family Office | Dallas | TX | 05/2022 | 01/2023 |
| The Henry | Dallas | TX | 05/2021 | 08/2021 |
| Churchill Mortgage Corporation | Dallas | TX | 05/2020 | 08/2020 |
| Flower Child | Dallas | TX | 08/2018 | 05/2020 |
| Highland Park Village Theater | Dallas | TX | 05/2017 | 05/2018 |
| None | Dallas | TX | 11/2001 | 05/2017 |
| None | Dallas | TX | 01/2023 | 05/2023 |
| None | Dallas | TX | 08/2021 | 05/2022 |
| None | Dallas | TX | 08/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
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