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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 | 2025-09-29 |
| FL | RA | APPROVED | 2025-09-22 |
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 | Tampa | FL | 07/2025 | Present |
| Pizza Hut | Canton | GA | 04/2016 | 07/2016 |
| Resurgens Orthopaedics | Atlanta | GA | 07/2016 | 02/2018 |
| Subway | Canton | GA | 09/2016 | 10/2016 |
| Papa Johns | Alpharetta | GA | 03/2018 | 03/2018 |
| Five Guys | Canton | GA | 11/2018 | 11/2018 |
| Firehouse | Alpharetta | GA | 02/2019 | 04/2019 |
| Doordash | Canton | GA | 03/2019 | 05/2019 |
| Smoothie King | Johns Creek | GA | 01/2020 | 04/2020 |
| Art Of Craft (Formerly Reckless Designs) | Canton | GA | 01/2020 | 05/2022 |
| Morris & Waters | Canton | GA | 05/2023 | 08/2023 |
| Morris & Waters | Canton | GA | 05/2024 | 08/2024 |
| Highschool | Jasper | GA | 03/2018 | 11/2018 |
| High School | Jasper | GA | 11/2018 | 02/2019 |
| Unemployed | Canton | GA | 05/2019 | 01/2020 |
| College (University Of Georgia) | Athens | GA | 05/2022 | 05/2023 |
| College (University Of Georgia) | Athens | GA | 08/2023 | 05/2024 |
| College (University Of Georgia) | Athens | GA | 08/2024 | 05/2025 |
*658387 - Up Automated; Investment related: Yes; Tampa, Florida; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 20; Technology development and Client Implementation/support
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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