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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2026-02-05 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2024 | Present |
| Wells Fargo | Atlanta | GA | 06/2021 | 04/2024 |
| Amazon | Atlanta | GA | 09/2016 | 05/2022 |
| Tj Maxx | Atlanta | GA | 06/2015 | 02/2017 |
*604934 - Amazon Flex; Investment Related - No; Breinigsville, Pennsylvania; Driver/Customer Service; Contractor(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 0; After Business Hours: 10; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-03 |
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