Joshua Meyer Rebholz

Current Employers

Employment History

• 06/2015 → 01/2017
  Capital Insight Partners Llc
  Minneapolis, MN
• 01/2017 → 07/2021
  Morgan Stanley
  St. Paul, MN
• 08/2019 → 07/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2021 → Present
  Rbc Capital Markets, Llc
  Stillwater, MN

Previous Registrations

• 2017-04-10 → 2021-06-29
  Morgan Stanley
  St. Paul, MN
• 2015-11-24 → 2017-01-30
  Capital Insight Partners, Llc
  Minneapolis, MN
  Scottsdale, AZ

Other Businesses

(1) NAME OF ENTITY: Courage Kenny Foundation ADDRESS: 3915 Golden Valley Rd Minneapolis, MN 55422 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Healthcare CAPACITY: Board of Directors * START DATE: 06/01/21 DUTIES: Finance committee, fundraising HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: MN Brain Injury Alliance ADDRESS: 2277 Highway 36 West Suite 200, Roseville, MN 55113 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Healthcare CAPACITY: Board of Directors * START DATE: 06/01/21 DUTIES: Finance committee, board duties HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: Rounds Fore Rebs ADDRESS: INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Charity Golf CAPACITY: Other START DATE: 08/12/21 DUTIES: Organizing tournament: securing golf course reservations, food arrangements, participant organization. Comprehensive day of planning. Participants pay a fee to participate, part of which is a built in donation to the Woodbury Community Foundation. Most participants are friends or colleagues of my late father. I do not collect donations day of. I do not solicit any participants for RBC business day of. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (4) NAME OF ENTITY: Barrier Free Golf ADDRESS: 441 Second Street Excelsior, MN 55331 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Barrier Free Golf is a 501(c) (3) non-profit excited about working with golf courses and municipality CAPACITY: Board of Directors * START DATE: 05.02.22 DUTIES: Volunteer: explore event planning opportunities, national adaptive golf partnerships HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (5) NAME OF ENTITY: Regions Hospital Foundation ADDRESS: 640 Jackson St St Paul, MN 55101 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non-Profit CAPACITY: Other: Board of Directors *, Other Volunteer board. START DATE: 01/01/2024 DUTIES: Volunteer, fundraising. HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-04-19
• S65 Uniform Investment Adviser Law Examination
  2015-11-23

Other Names

• Josh Rebholz