This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MORGAN STANLEY

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 12, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Dec 12, 1997

First registration

Nov 28, 2000

Dual registered

yes, broker-dealer

Other names

MAY MATTHEW

IAPD individual key

2961359

Graph

RIA / Wealth Management

Canonical id

dfx:ria:708b4c52-a507-5e86-6f12-c72770840f08

First observed

Nov 28, 2000

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.