Joshua Michael Motto

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2005-11-01
NJ	RA	APPROVED	2005-10-18

TX RA
APPROVED

Since 2005-11-01
NJ RA
APPROVED

Since 2005-10-18

Branch Locations

1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691	Pennington	NJ	10/2005	Present

10/2005 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

Pennington, NJ

Previous Registrations

2005-09-02 → 2005-09-21

Ameriprise Financial Services, Llc

Princeton, NJ

Other Businesses

I*1439285 For profit or not for profit: Entity For Profit Name of outside business organization: Motto Woodland Management Investment related: N Address of business: Hopewell, New Jersey, 08525, United States Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 1/1/2024 Number of hours devoted: 52 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Entering primary residence into the Woodland Management Program in Hunterdon County New Jersey. Purpose is to promote healthy woodlands on the property. Primary responsibilities are to remove dangerous or dead trees. Plant new healthy trees. Sell at l

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-01

S66 Uniform Combined State Law Examination

2005-09-01

View on SEC IAPD