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Matthew C Kaiser

Morgan Stanley

Carlsbad, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-04
CA RA APPROVED 2021-10-01
  • TX RA
    APPROVED
    Since 2022-01-04
  • CA RA
    APPROVED
    Since 2021-10-01

Branch Locations

5796 Armada Drive Suite 200, Carlsbad, CA 92008 • 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 Carlsbad CA 06/2021 09/2021
Chipotle Mexican Grill San Diego CA 02/2020 02/2021
University Of California, Irvine Irvine CA 09/2016 12/2019
Unemployed Carlsbad CA 03/2021 05/2021
Morgan Stanley Carlsbad CA 09/2021 Present
Morgan Stanley Private Bank, N.A New York NY 12/2021 Present
  • 06/2021 → 09/2021
    Morgan Stanley
    Carlsbad, CA
  • 02/2020 → 02/2021
    Chipotle Mexican Grill
    San Diego, CA
  • 09/2016 → 12/2019
    University Of California, Irvine
    Irvine, CA
  • 03/2021 → 05/2021
    Unemployed
    Carlsbad, CA
  • 09/2021 → Present
    Morgan Stanley
    Carlsbad, CA
  • 12/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-21
  • S66 Uniform Combined State Law Examination
    2021-08-21
Other Names
  • Matthew Craig Kaiser

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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