Joshua D Taussig

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-06-05
CA	RA	APPROVED	2021-07-08

TX RA
APPROVED_RES

Since 2024-06-05
CA RA
APPROVED

Since 2021-07-08

Branch Locations

800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Bank, N.A.	Irvine	CA	03/2002	07/2021
Wells Fargo Advisors, Llc	Irvine	CA	04/2021	07/2021
Morgan Stanley Smith Barney Llc	Newport Beach	CA	07/2021	Present
Morgan Stanley Private Bank, N.A.	New York	NY	07/2021	Present

03/2002 → 07/2021

Wells Fargo Bank, N.A.

Irvine, CA
04/2021 → 07/2021

Wells Fargo Advisors, Llc

Irvine, CA
07/2021 → Present

Morgan Stanley Smith Barney Llc

Newport Beach, CA
07/2021 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2021-05-27 → 2021-07-13

Wells Fargo Clearing Services, Llc

St. Louis, MO

Irvine, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-05-26

S66 Uniform Combined State Law Examination

2021-05-26

Other Names

Joshua David Taussig

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews