Joshua Martin Davis

CRD 6992451

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-07-09
IL	RA	APPROVED	2020-06-29

TX RA
APPROVED

Since 2020-07-09
IL RA
APPROVED

Since 2020-06-29

Branch Locations

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • 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	Chicago	IL	08/2018	Present
Alimentation Couche- Tard	Lisle	IL	09/2017	06/2018
Northwestern University	Evanston	IL	09/2015	06/2017

08/2018 → Present

Morgan Stanley

Chicago, IL
09/2017 → 06/2018

Alimentation Couche- Tard

Lisle, IL
09/2015 → 06/2017

Northwestern University

Evanston, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-29

S66 Uniform Combined State Law Examination

2020-06-29

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch

HAROLD NELSON LEAVELL

CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL

PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL

GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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