Matthew Timothy Shafer

Current Employers

Employment History

• 06/2009 → 08/2018
  Morgan Stanley Smith Barney
  Boca Raton, FL
• 01/2015 → 08/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2018 → Present
  Raymond James & Associates
  Boca Raton, FL

Previous Registrations

• 2009-06-01 → 2018-09-04
  Morgan Stanley
  Boca Raton, FL
  Boca Raton, FL
• 2009-04-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL
• 1997-10-23 → 2009-04-22
  Ubs Financial Services Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

(1)Name of Business: Fl Dept of Financial Services Continuing Education instructor Address: Rayond James Branches, Boca Raton, FL, 33486, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 02/25/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: H SQUARED VENTURES LLC Address: 2404 NW 40th Circle, Boca Raton, FL, 33431, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 19 LAND LOTS FOR SALE THROUGH REAL ESTATE AGENT. There are currently 4 lots left for sale. (3)Name of Business: H SQUARED VENTURES LLC Address: 2404 NW 40TH CIRCLE, BOCA RATON, FL, 33431, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 19 LAND LOTS FOR SALE THROUGH REAL ESTATE AGENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-08
• S63 Uniform Securities Agent State Law Examination
  1997-10-15