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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 | 2019-08-13 |
| IL | RA | APPROVED | 2018-03-02 |
Branch Locations
8383 Preston Center Plaza Suite 400, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 12/2017 | Present |
| Coldwell Banker | Chicago | IL | 08/2017 | 12/2017 |
| Weyermuller Properties Llc | Chicago | IL | 06/2016 | 08/2017 |
| Usa Hockey Officiating Program | Colorado Springs | CO | 08/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2017 | Present |
1. I am a ice hockey referee working as an independent contractor with USA Hockey, Inc. 1775 Bob Johnson Dr, Colorado Springs, CO 80906. This is not investment related. I started this position in August of 2011. I work approximately 20 hours per month, none of the hours during securities trading hours. 2. Weyermuller Properties LLC; Investment related; Chicago, IL; Real Estate; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jun 2016; During business hours: 0; After business hours: 3; Provide general support to the company. I do maintenance work like landscaping and general site checks of the properties. *653576 - Rental Property; Investment related: Yes; Rowlett, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 2; Administrative:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-02 |
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