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Matthew J Sorensen

Morgan Stanley

Beverly Hills, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-31
TX RA APPROVED 2024-10-31
  • CA RA
    APPROVED
    Since 2024-10-31
  • TX RA
    APPROVED
    Since 2024-10-31

Branch Locations

9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • 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
First Republic Investment Management Los Angeles CA 11/2015 09/2023
First Republic Securities Company, Llc Los Angeles CA 11/2015 09/2023
J.P. Morgan Securities Llc Los Angeles CA 09/2023 07/2024
Jp Morgan Chase Bank, N.A. Los Angeles CA 10/2023 07/2024
Morgan Stanley Beverly Hills CA 10/2024 Present
  • 11/2015 → 09/2023
    First Republic Investment Management
    Los Angeles, CA
  • 11/2015 → 09/2023
    First Republic Securities Company, Llc
    Los Angeles, CA
  • 09/2023 → 07/2024
    J.P. Morgan Securities Llc
    Los Angeles, CA
  • 10/2023 → 07/2024
    Jp Morgan Chase Bank, N.A.
    Los Angeles, CA
  • 10/2024 → Present
    Morgan Stanley
    Beverly Hills, CA
Previous Registrations
  • 2016-11-15 → 2024-07-17
    J.P. Morgan Private Wealth Advisors Llc
    Los Angeles, CA
    San Francisco, CA
  • 2024-06-05 → 2024-07-13
    J.P. Morgan Securities Llc
    Los Angeles, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-15
  • S66 Uniform Combined State Law Examination
    2016-11-15
Other Names
  • Matt Sorensen
  • Matthew Sorensen
  • Matthew Jeffrey Sorensen

View on SEC IAPD

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MORGAN STANLEY · Pasadena, CA
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RBC ROCHDALE, LLC · Pasadena, CA
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LPL FINANCIAL LLC · PASADENA, CA
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