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Matthew John Zepeda

Morgan Stanley

Santa Cruz, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-06
CA RA APPROVED 2022-03-10
  • TX RA
    APPROVED
    Since 2023-02-06
  • CA RA
    APPROVED
    Since 2022-03-10

Branch Locations

6004 La Madrona Drive, Santa Cruz, CA 95060 • 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
Morgan Stanley Scotts Valley CA 10/2021 Present
Newmark Knight Frank San Jose CA 06/2019 08/2019
Loyola Marymount University Los Angeles CA 09/2018 12/2019
Los Altos Golf And Country Club Los Altos CA 06/2015 09/2017
Loyola Marymount University Los Angeles CA 08/2017 05/2021
Unemployed Los Altos CA 05/2021 10/2021
Morgan Stanley Private Bank, N.A New York NY 02/2022 Present
  • 10/2021 → Present
    Scotts Valley, CA
  • 06/2019 → 08/2019
    Newmark Knight Frank
    San Jose, CA
  • 09/2018 → 12/2019
    Loyola Marymount University
    Los Angeles, CA
  • 06/2015 → 09/2017
    Los Altos Golf And Country Club
    Los Altos, CA
  • 08/2017 → 05/2021
    Loyola Marymount University
    Los Angeles, CA
  • 05/2021 → 10/2021
    Unemployed
    Los Altos, CA
  • 02/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*602597 - CRBN Pickleball; Investment Related - No; Costa Mesa, California; Recreation, Retail/Online Stores; Ambassador(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 4; Labor/Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-09
  • S66 Uniform Combined State Law Examination
    2022-03-09
Other Names
  • Matthew J Zepeda

View on SEC IAPD

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