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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
1080 Jordan Creek Parkway Suite 400 North, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 09/2022 | 10/2025 |
| Iowa State University | Ames | IA | 08/2019 | 05/2022 |
| Iowa State University | Ames | IA | 08/2018 | 05/2022 |
| Iowa Home Consulting | Ames | IA | 05/2021 | 08/2021 |
| Doordash | Des Moines | IA | 02/2021 | 09/2022 |
| City Of West Des Moines | West Des Moines | IA | 06/2020 | 08/2020 |
| Jimmy John'S | Clive | IA | 12/2019 | 08/2020 |
| P.F. Chang'S | West Des Moines | IA | 12/2018 | 02/2019 |
| City Of West Des Moines | West Des Moines | IA | 05/2019 | 08/2019 |
| City Of West Des Moines | West Des Moines | IA | 05/2018 | 08/2018 |
| Scheels | West Des Moines | IA | 06/2016 | 05/2018 |
| U.S. Postal Service | Des Moines | IA | 11/2018 | 11/2018 |
| Morgan Stanley | West Des Moines | IA | 04/2026 | Present |
| Doordash | Des Moines | IA | 11/2025 | 04/2026 |
691338 - DoorDash, Inc; Investment Related - No; San Francisco, California; Food Delivery Service; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2021; During Business Hours: 0; After Business Hours: 0; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-21 |
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