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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 | 2026-08-21 |
| AZ | RA | APPROVED | 2026-08-17 |
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 |
| Bibi Anderholt Tutoring | Bakersfield | CA | 01/2022 | 02/2024 |
| Kern Lawn Borders | Bakersfield | CA | 05/2025 | 08/2025 |
| Chick Fil A | Phoenix | AZ | 01/2025 | 09/2025 |
| Kern High School District | Bakersfield | CA | 01/2024 | 08/2024 |
| Topstep | Remote | AZ | 10/2025 | Present |
| Unemployed | Bakersfield | CA | 06/2016 | 01/2022 |
| Unemployed | Bakersfield | CA | 08/2024 | 01/2025 |
| Unemployed | Phoenix | AZ | 09/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-13 |
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