Matthew Glenn Medlock

Current Employers

Employment History

• 06/2009 → 08/2023
  Morgan Stanley Smith Barney
  Sacramento, CA
• 01/2015 → 08/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2023 → 07/2025
  Cadaret, Grant & Co., Inc.
  Fair Oaks, CA
• 01/2015 → 07/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2025 → Present
  Lpl Financial Llc
  Fair Oaks, CA

Previous Registrations

• 2023-08-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Fair Oaks, CA
• 2009-06-01 → 2023-08-09
  Morgan Stanley
  Roseville, CA
  Sacramento, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Sacramento, CA
• 2002-03-28 → 2007-04-02
  Morgan Stanley Dw Inc.
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA

Other Businesses

1. 07/10/2025- Sage Planning Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/10/2025- 120 Hours Per Month- 90 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  1999-09-09