Matthew Chad Stephens

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Florida Financial Advisors/Texas Financial Advisors	Austin	TX	06/2021	08/2025
Total Quality Logistics	Houston	TX	01/2021	03/2021
Big Lots Stores Inc	Owasso	OK	09/2020	12/2020
Unemployed	Cypress	TX	04/2021	05/2021
University Of Arkansas	Fayetteville	AR	01/2018	12/2020
Unemployed	Owasso	OK	09/2016	12/2017
Trinity Wealth Securities	Austin	TX	05/2022	08/2025
J.P. Morgan Securities Llc	Austin	TX	08/2025	Present
Jpmorgan Chase Bank, N.A.	Austin	TX	08/2025	Present

06/2021 → 08/2025

Florida Financial Advisors/Texas Financial Advisors

Austin, TX
01/2021 → 03/2021

Total Quality Logistics

Houston, TX
09/2020 → 12/2020

Big Lots Stores Inc

Owasso, OK
04/2021 → 05/2021

Unemployed

Cypress, TX
01/2018 → 12/2020

University Of Arkansas

Fayetteville, AR
09/2016 → 12/2017

Unemployed

Owasso, OK
05/2022 → 08/2025

Trinity Wealth Securities

Austin, TX
08/2025 → Present

J.P. Morgan Securities Llc

Austin, TX
08/2025 → Present

Jpmorgan Chase Bank, N.A.

Austin, TX

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-06-01
S65	Uniform Investment Adviser Law Examination	2021-06-04

Other Firms