Matthew R Stockton

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-11-16

AZ RA
APPROVED

Since 2022-11-16

Branch Locations

58 South River Drive, Tempe, AZ 85281 • 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

Organization	City	State	From	To
Morgan Stanley	Tempe	AZ	07/2022	Present
Frank Rimerman & Co.	San Jose	CA	10/2020	07/2022
Deloitte	San Jose	CA	06/2019	07/2020
Full Time Education	Tucson	AZ	08/2018	06/2019
Deloitte	Phoenix	AZ	06/2018	08/2018
Full Time Student	Tucson	AZ	11/2015	06/2018
Mod Pizza	Laguna Niguel	CA	07/2017	08/2017

07/2022 → Present

Morgan Stanley

Tempe, AZ
10/2020 → 07/2022

Frank Rimerman & Co.

San Jose, CA
06/2019 → 07/2020

Deloitte

San Jose, CA
08/2018 → 06/2019

Full Time Education

Tucson, AZ
06/2018 → 08/2018

Deloitte

Phoenix, AZ
11/2015 → 06/2018

Full Time Student

Tucson, AZ
07/2017 → 08/2017

Mod Pizza

Laguna Niguel, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-16

S66 Uniform Combined State Law Examination

2022-11-16

View on SEC IAPD

Other Firms

OLIVE STREET INVESTMENT ADVISERS, LLC

J.P. MORGAN SECURITIES LLC

U.S. BANCORP ADVISORS, LLC

LPL FINANCIAL LLC

AQUILANT ADVISORS

ATROPOS CAPITAL MANAGEMENT, LLC

Other Investors

David Erick Rosendahl

Teresa Valencia Schlafly

Sheree Louise Drake

AMY MARIE STARZYK

ANN MARIE OVERCASH

Stephen Wayne Barbour

JEREMY JOSEPH THARP

ANTHONY ALFRED OCCHINO

Other Offices

OLIVE STREET INVESTMENT ADVISERS, LLC · ST. LOUIS, MO

EDWARD JONES · ST. LOUIS, MO

J.P. MORGAN SECURITIES LLC · Des Peres, MO

U.S. BANCORP ADVISORS, LLC · Des Peres, MO

LPL FINANCIAL LLC · DES PERES, MO

AQUILANT ADVISORS · ST. LOUIS, MO

ATROPOS CAPITAL MANAGEMENT, LLC · ST. LOUIS, MO

VIAGEM, LLC · ST. LOUIS, MO

More in Tempe, AZ

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