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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 | 2026-08-07 |
| AZ | RA | APPROVED | 2026-08-04 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 06/2026 | Present |
| Let's Bash Events | Phoenix | AZ | 09/2023 | 05/2026 |
| Sheldon Highschool | Eugene | OR | 09/2019 | 06/2022 |
| Marist Catholic Highschool | Eugene | OR | 06/2022 | 09/2023 |
| Eugene Christian School | Eugene | OR | 05/2016 | 06/2022 |
| Caliber Smart | Albany | OR | 04/2024 | 09/2024 |
*698931- Kindled Events LLC; Investment related: No; Phoenix, Arizona; Rental Equipment; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours:10; Business Development/Growth:Administrative *705296- Lets Bash Events; Investment related No; Phoenix, Arizona; Event Rentals; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 5; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
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