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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 5, 2018

First registration

Feb 6, 2018

Dual registered

yes, broker-dealer

IAPD individual key

6648463

• Occurred

  May 2, 2025
  Advisor changed firm

  Mathew Brown left Latin Securities Inc for Morgan Stanley (registered 2025-04-22)

  Form ADVobserved 6 days ago
• Occurred

  Jan 17, 2025
  Advisor changed firm

  Mathew Brown left Jefferies Investment Advisers Llc for Latin Securities Inc (registered 2024-12-03)

  Form ADVobserved 6 days ago
• Occurred

  Mar 5, 2024
  Advisor changed firm

  Mathew Brown left Morgan Stanley for Jefferies Investment Advisers Llc (registered 2024-03-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b771e366-ea16-4cee-a2bf-7e8c47bf38a3

First observed

Feb 6, 2018

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.