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Joel Stephen Mcdavid

Morgan Stanley

Charleston, WV

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-15
WV RA APPROVED 2017-08-23
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • WV RA
    APPROVED
    Since 2017-08-23

Branch Locations

500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston WV 10/2007 08/2017
Morgan Stanley Charleston WV 08/2017 Present
Morgan Stanley Private Bank, National Association New York NY 10/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-22
  • S66 Uniform Combined State Law Examination
    2001-10-22

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE HUNTINGTON INVESTMENT COMPANY
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
JACOBS & COMPANY
NTV ASSET MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.

Other Investors

JOHN JEFFREY SARTAINE
JAMES M BALL
Austin Lee Rosencrance
Adam Michael Perry
Christian Allen Perez
JEFFREY HUBERT VELEPEC
ROBIN LYNNE PAROG
Marie E Parsons

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV
RBC CAPITAL MARKETS, LLC · CHARLESTON, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Charleston, WV
J. W. COLE ADVISORS, INC. · CHARLESTON, WV
JACOBS & COMPANY · CHARLESTON, WV
NTV ASSET MANAGEMENT, LLC · CHARLESTON, WV
TRUIST ADVISORY SERVICES, INC. · CHARLESTON, WV

More in Charleston, WV

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