Joe Valenzuela

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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	2020-03-03
CA	RA	APPROVED	2018-01-11

TX RA
APPROVED_RES

Since 2020-03-03
CA RA
APPROVED

Since 2018-01-11

Branch Locations

Ten Pointe Drive Suite 400, Brea, CA 92821 • United States

21250 Hawthorne Boulevard Suite 650, Torrance, CA 90503 • 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	Torrance	CA	07/2017	Present
University Of Southern California	Los Angeles	CA	08/2014	05/2017

07/2017 → Present

Morgan Stanley

Torrance, CA
08/2014 → 05/2017

University Of Southern California

Los Angeles, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-11

S66 Uniform Combined State Law Examination

2018-01-11

Other Names

Joe Valenzuela

View on SEC IAPD

Other Firms

INVESTLINC WEALTH SERVICES

LPL FINANCIAL LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

OSAIC WEALTH, INC.

MINISTRY PARTNERS SECURITIES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

U.S. BANCORP ADVISORS, LLC

KESTRA PRIVATE WEALTH SERVICES, LLC

Other Investors

RICK RONALD EMMETT

WEST ALAN COHAN

HUAN-BIN ERIC LEE

ANNA LAURA DIAZ

CHRISTOPHER RAYA SCIARRA

KEVIN OWEN SIMON

Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA

LPL FINANCIAL LLC · BREA, CA

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA

LPL FINANCIAL LLC · Brea, CA

OSAIC WEALTH, INC. · BREA, CA

MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

LPL FINANCIAL LLC · BREA, CA

More in Brea, CA

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