Best Investors Account Sign in

Paul Russell Matlock

Morgan Stanley

Fairhope, AL

Ridgeland, MS

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-06-07
TX RA APPROVED_RES 2020-03-03
MS RA APPROVED 2009-06-01
  • AL RA
    APPROVED
    Since 2022-06-07
  • TX RA
    APPROVED_RES
    Since 2020-03-03
  • MS RA
    APPROVED
    Since 2009-06-01

Branch Locations

Fairhope, AL • United States

1018 Highland Colony Parkway Suite 105, Ridgeland, MS 39157 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Jackson MS 02/1996 Present
Citigroup Global Markets Jackson MS 08/2008 Present
Morgan Stanley Smith Barney Jackson MS 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 02/1996 → Present
    Ubs Financial Services Inc.
    Jackson, MS
  • 08/2008 → Present
    Citigroup Global Markets
    Jackson, MS
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Jackson, MS
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-08
S63 Uniform Securities Agent State Law Examination 1989-02-17
  • S65 Uniform Investment Adviser Law Examination
    1999-10-08
  • S63 Uniform Securities Agent State Law Examination
    1989-02-17

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NAVIANT PARTNERS, LLC
APTUS CAPITAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

GEOFFREY FORD KENNEDY
DOUGLAS FORD KENNEDY
Tenzin Phuntsok
MARK ALAN CALLAHAN
JOHN LUKE TYNER
BECKHAM DAVID WYRICK
Joseph Robert King
William Herbert Graham

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · FAIRHOPE, AL
NAVIANT PARTNERS, LLC · FAIRHOPE, AL
APTUS CAPITAL ADVISORS, LLC · FAIRHOPE, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairhope, AL
PNC WEALTH MANAGEMENT LLC · FAIRHOPE, AL
WELLS FARGO CLEARING SERVICES, LLC · FAIRHOPE, AL
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. · FAIRHOPE, AL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · FAIRHOPE, AL

More in Fairhope, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor