Matthew Landis Terwilliger

Current Employers

Employment History

• 07/2014 → 03/2023
  Morgan Stanley
  Columbus, OH
• 01/2015 → 03/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 03/2023 → Present
  Sanctuary Securities, Inc.
  Dublin, OH
• 03/2023 → Present
  Sanctuary Advisors, Llc
  Dublin, OH

Previous Registrations

• 2014-07-14 → 2023-04-07
  Morgan Stanley
  Columbus, OH
• 2012-05-02 → 2014-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH

Other Businesses

1) Name: The O Foundation Position: Board Member Nature: Providing current OSU student athletes opportunities to partner with local charities and earn a market wage for promoting and furthering charitable causes. Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 04/15/2022 Address: 7482 Cummins Court, New Albany OH 43054, United States Description: business development and strategic advice, non financial 2) Name: Twig Real Estate, LLC Position: Owner Nature: Real Estate LLC Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 01/01/2017 Address: 2225 Dorset Rd., Columbus OH 43221, United States Description: maintain properties and provide tax documents to accountant. 3) Name: Hattr Marketing LLC Position: None Nature: My wife's business. If she passes, via our estate plan the ownership goes to me. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 01/01/2014 Address: 2225 Dorset Rd., Columbus OH 43221, United States Description: None. (4) Name: Upper Arlington Basketball Club Position: Treasurer & Board Member Nature: This is a local youth basketball organization. The purpose is to establish a structured environment for boys and girls in grades 3-6 to learn the fundamentals and develop an interest in the game of basketball. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 10/2/2023 Address: 1625 Zollinger Road, Upper Arlington OH 43221, United States Description: As the Treasurer I will be responsible for handling the budging, working with the accountant on tax preparation and writing checks to vendors. 5) Name: POA for Cynthia Terwilliger Position: POA Nature: I am the Power of Attorney for my Aunt's estate Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2020 Address: 662 Yorkshire Dr., Dekalb IL 60115, United States Description: At the time of her passing I will help to distribute assets per the instructions in her estate documents. Until then, no responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-27

Other Names

• Matt Terwilliger
• Matthew L Terwilliger