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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 | 2025-03-25 |
| TX | RA | APPROVED | 2025-03-24 |
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 | 02/2023 | Present |
| Rh (Restoration Hardware) | Tampa | FL | 06/2022 | 01/2023 |
| Ascendo | Jacksonville | FL | 02/2022 | 04/2022 |
| Moffitt Cancer Center | Tampa | FL | 04/2021 | 02/2022 |
| Maxim Healthcare | Glen Allen | VA | 10/2020 | 03/2021 |
| Panera Bread | Leesburg | VA | 09/2019 | 12/2020 |
| Olde Town Pet Resort | Sterling | VA | 07/2019 | 08/2019 |
| Loudoun Medical Group | Leesburg | VA | 07/2019 | 07/2019 |
| U.S. Sedan Service Worldwide | Sterling | VA | 05/2018 | 06/2019 |
| U.S. Sedan Service Worldwide | Sterling | VA | 10/2019 | 03/2020 |
| Lavida Massage | Ashburn | VA | 08/2016 | 05/2018 |
| Coach | Leesburg | VA | 08/2015 | 08/2016 |
| Doordash | San Francisco | CA | 01/2023 | Present |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | Present |
*545148 - DoorDash.; Investment related - No; San Francisco, California; Delivery Service; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 48; Customer Service, Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-05 |
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