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Joseph M Paganelli

Morgan Stanley

Birmingham, AL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-05-06
TX RA APPROVED 2025-05-06
  • AL RA
    APPROVED
    Since 2025-05-06
  • TX RA
    APPROVED
    Since 2025-05-06

Branch Locations

740 Shades Creek Parkway, Birmingham, AL 35209 • 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
Compass Bank Birmingham AL 02/2012 11/2018
Bbva Wealth Solutions Inc. Birmingham AL 04/2012 11/2018
Bbva Securities Inc. Birmingham AL 05/2013 11/2018
Bbva Compass Insurance Agency, Inc. Austin TX 09/2014 11/2018
Morgan Stanley Birmingham AL 11/2018 05/2024
Morgan Stanley Birmingham AL 04/2025 Present
Highland Associates Birmingham AL 05/2024 04/2025
  • 02/2012 → 11/2018
    Compass Bank
    Birmingham, AL
  • 04/2012 → 11/2018
    Bbva Wealth Solutions Inc.
    Birmingham, AL
  • 05/2013 → 11/2018
    Bbva Securities Inc.
    Birmingham, AL
  • 09/2014 → 11/2018
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 11/2018 → 05/2024
    Morgan Stanley
    Birmingham, AL
  • 04/2025 → Present
    Morgan Stanley
    Birmingham, AL
  • 05/2024 → 04/2025
    Highland Associates
    Birmingham, AL
Previous Registrations
  • 2018-11-29 → 2024-05-28
    Morgan Stanley
    Birmingham, AL
    Tuscaloosa, AL
  • 2012-04-05 → 2018-11-13
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
  • 2010-05-03 → 2012-03-13
    Charles Schwab & Co., Inc.
    Mountain Brook, AL
  • 2009-06-01 → 2010-05-11
    Morgan Stanley
    Birmingham, AL
  • 2008-03-31 → 2009-06-01
    Morgan Stanley & Co. Llc
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-28
  • S66 Uniform Combined State Law Examination
    2008-03-28
Other Names
  • Joey Paganelli
  • Joseph Michael Paganelli
  • Joseph M Paganelli
  • Joseph M. Paganelli

View on SEC IAPD

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