Best Investors
Account
Sign in
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 | 2025-01-17 |
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
1201 Wills Street Suite 700, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 07/2024 | Present |
| Infocus Financial Advisors | Salisbury | MD | 07/2023 | 05/2024 |
| Superior Painting And Contracting | Baltimore | MD | 06/2018 | 08/2022 |
| Unemployed | Baltimore | MD | 09/2013 | 06/2018 |
| Salisbury University | Salisbury | MD | 08/2020 | 06/2024 |
| Loyola Blakeflield | Towson | MD | 09/2013 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
Reach out to this advisor