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Joshua Harrelson

Morgan Stanley

Stuart, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-23
TX RA APPROVED 2026-01-22
  • FL RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED
    Since 2026-01-22

Branch Locations

729 South West Federal Highway Suite 300, Stuart, FL 34994 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Port St. Lucie FL 09/2015 01/2026
Morgan Stanley Smith Barney Llc Stuart FL 01/2026 Present
Morgan Stanley Private Bank, N.A New York NY 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2021-10-08
Other Names
  • Josh Harrelson
  • Joshua Dale Harrelson

View on SEC IAPD

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Other Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · STUART, FL
DAYMARK WEALTH PARTNERS, LLC · STUART, FL
SPECTRA INVESTMENT MANAGEMENT, LLC · STUART, FL
FOGEL CAPITAL MANAGEMENT INC · STUART, FL
INTEGRITT WEALTH MANAGEMENT, LLC · STUART, FL

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