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Matthew J Wilson

Morgan Stanley

Barrington, IL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-12
IL RA APPROVED 2023-09-29
  • TX RA
    APPROVED
    Since 2023-10-12
  • IL RA
    APPROVED
    Since 2023-09-29

Branch Locations

760 West Main Street Suite 200, Barrington, IL 60010 • 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
B&R Sports Naperville IL 06/2018 08/2018
Statefarm Saint Charles IL 06/2019 08/2019
Atrium Capital Advisors Chesterton IN 06/2021 05/2022
Task Insurance Group Schaumburg IL 06/2020 08/2020
Aegon Asset Management Cedar Rapids IA 06/2022 07/2023
University Of Iowa Iowa City IA 08/2017 05/2022
Unemployed Saint Charles IL 08/2012 08/2017
Foreside Fund Services, Llc Cedar Rapids IA 09/2022 07/2023
Morgan Stanley Barrington IL 08/2023 Present
  • 06/2018 → 08/2018
    B&R Sports
    Naperville, IL
  • 06/2019 → 08/2019
    Statefarm
    Saint Charles, IL
  • 06/2021 → 05/2022
    Atrium Capital Advisors
    Chesterton, IN
  • 06/2020 → 08/2020
    Task Insurance Group
    Schaumburg, IL
  • 06/2022 → 07/2023
    Aegon Asset Management
    Cedar Rapids, IA
  • 08/2017 → 05/2022
    University Of Iowa
    Iowa City, IA
  • 08/2012 → 08/2017
    Unemployed
    Saint Charles, IL
  • 09/2022 → 07/2023
    Foreside Fund Services, Llc
    Cedar Rapids, IA
  • 08/2023 → Present
    Morgan Stanley
    Barrington, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-29
S63 Uniform Securities Agent State Law Examination 2023-04-10
  • S65 Uniform Investment Adviser Law Examination
    2023-09-29
  • S63 Uniform Securities Agent State Law Examination
    2023-04-10
Other Names
  • Matthew Wilson

View on SEC IAPD

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