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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-28
GA RA APPROVED 2023-09-05
  • TX RA
    APPROVED
    Since 2023-09-28
  • GA RA
    APPROVED
    Since 2023-09-05

Branch Locations

Roswell, GA • United States

3 Edison Drive, Alpharetta, GA 30005 • 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
Student Kennesaw GA 06/2007 05/2017
Publix Supermarkets Kennesaw GA 07/2016 05/2017
E*Trade Securities Llc Alpharetta GA 06/2017 09/2023
E*Trade Capital Management Alpharetta GA 10/2022 09/2023
Morgan Stanley Smith Barney Llc Alpharetta GA 03/2023 Present
  • 06/2007 → 05/2017
    Student
    Kennesaw, GA
  • 07/2016 → 05/2017
    Publix Supermarkets
    Kennesaw, GA
  • 06/2017 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 10/2022 → 09/2023
    E*Trade Capital Management
    Alpharetta, GA
  • 03/2023 → Present
    Morgan Stanley Smith Barney Llc
    Alpharetta, GA
Previous Registrations
  • 2023-02-02 → 2023-09-05
    Harrisdirect Llc
    Alpharetta, GA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-31
S63 Uniform Securities Agent State Law Examination 2017-07-24
  • S66 Uniform Combined State Law Examination
    2023-01-31
  • S63 Uniform Securities Agent State Law Examination
    2017-07-24
Other Names
  • Joshua James Wilson
  • Joshua Wilson

View on SEC IAPD

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