Joshua Daniel Morales

Current Employers

Employment History

• 08/2015 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 05/2016 → 06/2018
  Bank Of America, N.A.
  Leawood, KS
• 06/2018 → 02/2022
  The Retirement Planning Group
  Leawood, KS
• 02/2022 → 05/2022
  Unemployed
  Raytown, MO
• 05/2022 → Present
  Sowell Management
  North Little Rock, AR
• 07/2022 → Present
  Nest Financial Llc
  Raytown, MO

Previous Registrations

• 2018-06-25 → 2022-02-22
  Cetera Planning Partners
  Leawood, KS
  Overland Park, KS
• 2016-01-08 → 2018-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS

Other Businesses

1) Nest Financial LLC; investment related; Raytown, MO; Financial & Investment Services; Owner/Investment Advisor Representative; Start Date: 7/28/2022; Investment Advisor DBA and branding for marketing advisory services. 2) BOYS SCOUTS OF AMERICA, KANSAS CITY, MO - NOT INVESTMENT RELATED. POSITION: VOLUNTEER, RESPONSIBILITIES INCLUDE TROOP COMMITTEES. START DATE: SEPTEMBER 2015. APPROXIMATELY 15 HRS. PER MONTH, NONE DURING TRADING HOURS. 3) Raytown Mainstreet Association, Started 04/10/2024, 6235 Raytown Rd Raytown, Mo 64133, Not Investment Related, Chair of Economic Development, assist with grants, projects and website to promote the businesses in downtown Raytown, MO, 3 hours a month, 3 hours during trading hours. 4) Raytown Chamber of Commerce, Start Date 02/02/2025, 5909 Raytown Trafficway, Raytown, MO 64133, Not Investment Related, Advisory Board Member, Provide advice and ideas on board related matters, 2 hours monthly and 2 hours during trading hours. 5) Rotary Club of Raytown, Start Date: August 6th 2024, Address: 10301 E State Rte 350, Raytown, MO 64138, Not Investment Related, Board Member - Service Projects Chair, Grants Committee, 5 hours monthly and 5 hours during trading hours. 6) , City of Raytown - City Council, Started 04/22/2025, Address: 10000 E 59th St, Raytown, MO 64133, Alderman - Ward 4, City council meets twice a month at a public forum to discuss and vote on legislative changes, ordinances, zoning issues, etc., 5 hours monthly and 1 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-07

Other Names

• Josh Daniel Morales
• Joshua D Morales