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Joseph R Agee

Morgan Stanley

Florence, AL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-03-05
TX RA APPROVED 2024-03-05
  • AL RA
    APPROVED
    Since 2024-03-05
  • TX RA
    APPROVED
    Since 2024-03-05

Branch Locations

105 South Court Street, Florence, AL 35630 • 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
Morgan Stanley Jacksonville FL 03/2015 02/2019
Morgan Stanley Private Bank, National Association New York NY 01/2016 02/2019
Keel Point Huntsville AL 03/2019 03/2023
Morgan Stanley Florence AL 02/2024 Present
N/A Huntsville AL 04/2023 02/2024
  • 03/2015 → 02/2019
    Morgan Stanley
    Jacksonville, FL
  • 01/2016 → 02/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 03/2019 → 03/2023
    Keel Point
    Huntsville, AL
  • 02/2024 → Present
    Morgan Stanley
    Florence, AL
  • 04/2023 → 02/2024
    N/A
    Huntsville, AL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-09
S65 Uniform Investment Adviser Law Examination 1996-09-09
  • S63 Uniform Securities Agent State Law Examination
    1996-09-09
  • S65 Uniform Investment Adviser Law Examination
    1996-09-09
Other Names
  • Joseph R Agee
  • Joseph R Agee
  • Joseph Ryan Agee
  • Joseph R Agee

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · FLORENCE, AL
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EDWARD JONES · FLORENCE, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Florence, AL
OSAIC WEALTH, INC. · FLORENCE, AL
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EDWARD JONES · FLORENCE, AL

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