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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 | 2026-07-31 |
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 |
| Arizona State University | Tempe | AZ | 08/2024 | 05/2026 |
| J.P Morgan | Gilbert | AZ | 04/2025 | 08/2025 |
| Signature Models And Talent | Scottsdale | AZ | 12/2023 | 03/2025 |
| Iron Courts | Gilbert | AZ | 05/2024 | 08/2024 |
| Doordash | Gilbert | AZ | 04/2023 | 08/2023 |
| Barros | Gilbert | AZ | 04/2022 | 08/2022 |
| Unemployed (In School) | Gilbert | AZ | 06/2016 | 07/2022 |
| Unemployed (In School | Gilbert | AZ | 09/2022 | 03/2023 |
| Unemployed (In School) | Tempe | AZ | 09/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-09 |
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