Matthew Stephen Morgan

Current Employers

Employment History

• 03/2009 → Present
  Stifel, Nicolaus & Company, Incorporated
  Canfield, OH

Previous Registrations

• 2007-12-12 → 2009-03-10
  Butler, Wick & Co., Inc.
  Youngstown, OH
  Canfield, OH
  Canfield, OH

Other Businesses

1. Notary Public; Canfield, OH 44406; Notarize client documents; 05/06/2005; 0.00 Hour(s) Per Day - during securities trading hours; Not Investment-Related 2. Dover Club; Business Networking; Member; 2 Hours per Month; Not during securities trading hours; Not Investment-Related. 3. The Community Foundation of the Mahoning Valley; 201 East Commerce Street, Suite 150, Youngstown, OH 44503; Non-profit; Committee Member - Finance and Investment Committee; Ensure that assets held in funds of the Fdn. are managed effectively and prudently and in full compliance with applicable laws and maintain the financial administration and accounting of the Fdn; 02/16/2012; 3 Hours per Quarter; Not during securities trading hours; Not Investment-Related. 4. Habitat for Humanity of Mahoning Valley; 1919 E. Midlothian Blvd, Youngstown, OH 44502; Non-profit dedicated to building homes; Finance Committee; Oversee the affiliate's financial activities including budget and audit functions and providing general guidance to the treasurer; 09/17/2018; 1 Hour per Quarter; Not during securities trading hours; Not Investment-Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-05
• S63 Uniform Securities Agent State Law Examination
  2000-09-30

Designations