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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 |
| FL | RA | APPROVED | 2026-08-14 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 06/2026 | Present |
| Tampa Palms Country Club | Tampa | FL | 02/2026 | Present |
| Intrepid Capital Management | Jacksonville | FL | 05/2025 | 08/2025 |
| Dallas Bull | Tampa | FL | 05/2024 | 07/2024 |
| University Of South Florida | Tampa | FL | 06/2022 | 05/2026 |
| Unemployed | Jacksonville | FL | 05/2016 | 06/2022 |
*698692- Tampa Palms Country Club; Investment related: No; Tampa, Florida; Recreation; Employee(proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 8; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-13 |
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