Joshua Robert Carter

Current Employers

Employment History

• 04/2012 → 10/2016
  Morgan Stanley Smith Barney
  Davenport, IA
• 01/2015 → 10/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2016 → 05/2026
  Deere Employees Credit Union
  Moline, IL
• 11/2016 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 05/2026
  Lpl Financial Llc
  Moline, IL
• 05/2026 → Present
  Raymond James Financial Services, Inc.
  Bettendorf, IA
• 05/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Bettendorf, IA

Previous Registrations

• 2018-02-14 → 2026-06-01
  Lpl Financial Llc
  Ankeny, IA
  Moline, IL
  Olathe, KS
  Waterloo, IA
  Ankeny, IA
• 2016-11-04 → 2018-02-20
  Invest Financial Corporation
  Moline, IL
  Appleton, WI
• 2012-09-21 → 2016-10-29
  Morgan Stanley
  Davenport, IA

Other Businesses

(1) Name of Business: Bettendorf Public Library Foundation Address: 2950 Learning Campus Dr, Bettendorf, IA, 52722, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 07/19/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I review the financial statements on quarterly basis - I do not make recommendations for any investments. (2) Name of Business: The Cities Private Wealth Group Address: 3467 Forest Grove Dr, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Employee - Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-20
• S63 Uniform Securities Agent State Law Examination
  2012-08-29

Other Names

• Josh Robert Carter