Matthew Donald Merrifield

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-01
MI	RA	APPROVED	2019-08-26

TX RA
APPROVED

Since 2020-04-01
MI RA
APPROVED

Since 2019-08-26

Branch Locations

101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Troy	MI	06/2019	Present
Nordstrom	Troy	MI	11/2016	05/2019
Oakland University	Rochester	MI	03/2016	11/2016
Morgan Stanley Private Bank, N.A.	New York	NY	08/2019	Present

06/2019 → Present

Morgan Stanley

Troy, MI
11/2016 → 05/2019

Nordstrom

Troy, MI
03/2016 → 11/2016

Oakland University

Rochester, MI
08/2019 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*480148 - Trust; Investment related - Yes; Beverly Hills, Michigan; 11/2017; During business hours: 2; After business hours: 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-26

S66 Uniform Combined State Law Examination

2019-08-26