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Matthew T Halverson

Morgan Stanley

Washington, DC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-30
DC RA APPROVED 2024-08-29
  • TX RA
    APPROVED
    Since 2024-08-30
  • DC RA
    APPROVED
    Since 2024-08-29

Branch Locations

1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • 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
Lockheed Martin Fort Worth TX 05/2022 09/2022
Newbern Excel Marketing Firm Grand Prairie TX 12/2020 01/2021
Full-Time Education Norman OK 09/2019 02/2023
Full-Time Education Grapevine TX 01/2013 06/2019
Charles Schwab Co., Inc. Westlake TX 02/2023 07/2024
Morgan Stanley Washington DC 08/2024 Present
  • 05/2022 → 09/2022
    Lockheed Martin
    Fort Worth, TX
  • 12/2020 → 01/2021
    Newbern Excel Marketing Firm
    Grand Prairie, TX
  • 09/2019 → 02/2023
    Full-Time Education
    Norman, OK
  • 01/2013 → 06/2019
    Full-Time Education
    Grapevine, TX
  • 02/2023 → 07/2024
    Charles Schwab Co., Inc.
    Westlake, TX
  • 08/2024 → Present
    Morgan Stanley
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-12
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2024-03-12
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22
Other Names
  • Matt Halverson
  • Matthew Halverson

View on SEC IAPD

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