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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_RES | 2020-03-21 |
| FL | RA | APPROVED | 2020-03-11 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Ponte Vedra Beach | FL | 05/2016 | 02/2020 |
| Arbonne | Ponte Vedra Beach | FL | 10/2015 | Present |
| Morgan Stanley | Ponte Vedra Beach | FL | 02/2020 | Present |
Arbonne Address: Ponte Vedra Beach, FL Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related:No Start Date: 10/26/2015 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Network Marketing - sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-09 |
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