Matthew C Tsokos

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-07
FL	RA	APPROVED	2024-12-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Tampa	FL	09/2024	Present
University Of South Florida	Tampa	FL	01/2023	05/2024
Unemployed	Tampa	FL	05/2024	09/2024
Unemployed	Tampa	FL	05/2021	01/2023
University Of South Florida	Tampa	FL	08/2017	05/2021
Tampa Preparatory School	Tampa	FL	08/2013	05/2017
Sponsler, Johnson, & Andrews, P.A. (Formerly Sbk&H, P.A.)	Tampa	FL	09/2020	07/2021
Tampa Preparatory School	Tampa	FL	05/2019	07/2019

09/2024 → Present

Morgan Stanley

Tampa, FL
01/2023 → 05/2024

University Of South Florida

Tampa, FL
05/2024 → 09/2024

Unemployed

Tampa, FL
05/2021 → 01/2023

Unemployed

Tampa, FL
08/2017 → 05/2021

University Of South Florida

Tampa, FL
08/2013 → 05/2017

Tampa Preparatory School

Tampa, FL
09/2020 → 07/2021

Sponsler, Johnson, & Andrews, P.A. (Formerly Sbk&H, P.A.)

Tampa, FL
05/2019 → 07/2019

Tampa Preparatory School

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-27