Joshua J Currence

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-11-03
DE	RA	APPROVED	2022-01-28
MD	RA	APPROVED	2018-10-27

TX RA
APPROVED_RES

Since 2024-11-03
DE RA
APPROVED

Since 2022-01-28
MD RA
APPROVED

Since 2018-10-27

Branch Locations

150 West Market Street Suite 301, Salisbury, MD 21801 • 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

Organization	City	State	From	To
Morgan Stanley	Salisbury	MD	08/2018	Present
Takeda	Chicago	IL	07/2016	06/2017
Exact Sciences	Madison	WI	07/2017	03/2018
Skyblue Consultants Llc	Milford	DE	05/2017	08/2018
Morgan Stanley Private Bank, N.A.	New York	NY	08/2018	Present

08/2018 → Present

Morgan Stanley

Salisbury, MD
07/2016 → 06/2017

Takeda

Chicago, IL
07/2017 → 03/2018

Exact Sciences

Madison, WI
05/2017 → 08/2018

Skyblue Consultants Llc

Milford, DE
08/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2012-10-15 → 2016-07-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rehoboth Beach, DE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-26

S66 Uniform Combined State Law Examination

2018-10-26

Other Names

Joshua Currence

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC

EAGLE STRATEGIES LLC

ATLAS PRIVATE WEALTH ADVISORS

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

Sharon E Perdue

WILLIAM STANLEY ROBINS

MALGORZATA BARBARA MAGATHAN

DAVID ROBERT ESHAM

KRISTOPHER MARK TODD

Other Offices

EDWARD JONES · SALISBURY, MD

MML INVESTORS SERVICES, LLC · SALISBURY, MD

EAGLE STRATEGIES LLC · SALISBURY, MD

ATLAS PRIVATE WEALTH ADVISORS · SALISBURY, MD

LPL FINANCIAL LLC · SALISBURY, MD

LPL FINANCIAL LLC · SALISBURY, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · Salisbury, MD

CETERA INVESTMENT ADVISERS LLC · SALISBURY, MD

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