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Matthew Earl Scheffler

Morgan Stanley

Columbus, OH

Delaware, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-06-26
FL RA APPROVED 2018-08-17
TX RA APPROVED 2018-07-11
  • OH RA
    APPROVED
    Since 2020-06-26
  • FL RA
    APPROVED
    Since 2018-08-17
  • TX RA
    APPROVED
    Since 2018-07-11

Branch Locations

4343 Easton Commons, Columbus, OH 43219 • United States

Delaware, OH • 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
Jpmorgan Securities Llc German Village OH 09/2014 06/2018
Morgan Stanley Columbus OH 06/2018 12/2021
E*Trade Securities, Llc Columbus OH 12/2021 Present
Morgan Stanley Columbus OH 09/2023 Present
  • 09/2014 → 06/2018
    Jpmorgan Securities Llc
    German Village, OH
  • 06/2018 → 12/2021
    Morgan Stanley
    Columbus, OH
  • 12/2021 → Present
    E*Trade Securities, Llc
    Columbus, OH
  • 09/2023 → Present
    Morgan Stanley
    Columbus, OH
Previous Registrations
  • 2014-10-02 → 2018-06-08
    J.P. Morgan Securities Llc
    Columbus, OH
    Columbus, OH
    Westerville, OH
    Westerville, OH
    Westerville, OH
    Westerville, OH
    Westerville, OH
    Westerville, OH
    Westerville, OH
  • 2009-09-25 → 2011-05-25
    Stifel, Nicolaus & Company, Incorporated
    Columbus, OH
    St. Louis, MO
  • 2007-02-09 → 2009-09-25
    Ubs Financial Services Inc.
    Beachwood, OH
    Mansfield, OH
    Weehawken, NJ
    New Albany, OH
  • 2005-04-29 → 2007-02-09
    Keybanc Capital Markets Inc.
    New Albany, OH
    New Albany, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-20
  • S66 Uniform Combined State Law Examination
    2014-11-20

View on SEC IAPD

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PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

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CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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