Best Investors Account Sign in

Matthew James Bungo

Morgan Stanley

Tuscaloosa, AL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-05-08
TX RA APPROVED 2026-05-08
  • AL RA
    APPROVED
    Since 2026-05-08
  • TX RA
    APPROVED
    Since 2026-05-08

Branch Locations

1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406 • 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
Charles Schwab & Co., Inc. Mountain Brook AL 11/2009 Present
Charles Schwab Bank, Ssb Mountain Brook AL 07/2013 Present
Morgan Stanley Tuscaloosa AL 04/2026 Present
Previous Registrations
  • 2010-01-07 → 2026-04-30
    New York City, NY
    Austin, TX
    New York City, NY
    Lake Oswego, OR
    Fort Worth, TX
    Austin, TX
    Austin, TX
    Plano, TX
    Fort Worth, TX
    Plano, TX
    Southlake, TX
    Mountain Brook, AL
  • 2009-01-05 → 2009-12-02
    The Woodlands, TX
Other Businesses

*691602- *2401 Manor Rd #120; Investment related: Yes; Austin, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021 During business hours: 0; After business hours: 2; Property Management *693238- Rental Property; Investment related: Yes; Provincetown, Massachusetts; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 0; Owner *693235- Villa Marea Baja; Investment related: Yes; Mexico Rental; Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 0; Other Owner *691600 - Bungo Biz LLC; Investment related: No; Mountain Brook, Alabama; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2013; During business hours: 0; After business hours: 6; Sales/Marketing

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-30
  • S66 Uniform Combined State Law Examination
    2008-12-30

View on SEC IAPD

More in Tuscaloosa, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor