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Joshua Tyler Lowry

Morgan Stanley

West Jordan, UT

Sandy, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-10
UT RA APPROVED 2023-09-05
WA RA APPROVED 2023-09-05
  • TX RA
    APPROVED_RES
    Since 2024-01-10
  • UT RA
    APPROVED
    Since 2023-09-05
  • WA RA
    APPROVED
    Since 2023-09-05

Branch Locations

West Jordan, UT • United States

200 West Civic Center Drive, Sandy, UT 84070 • 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
Scottrade, Inc Silverdale WA 07/2015 12/2017
Scottrade Investment Management Silverdale WA 01/2017 12/2017
Jpmorgan Securities Llc Poulsbo WA 12/2017 04/2020
E*Trade Securities Llc Sandy UT 04/2020 09/2023
E*Trade Capital Management Llc Sandy UT 04/2020 09/2023
Morgan Stanley Sandy UT 09/2023 Present
  • 07/2015 → 12/2017
    Scottrade, Inc
    Silverdale, WA
  • 01/2017 → 12/2017
    Scottrade Investment Management
    Silverdale, WA
  • 12/2017 → 04/2020
    Jpmorgan Securities Llc
    Poulsbo, WA
  • 04/2020 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 04/2020 → 09/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 09/2023 → Present
    Morgan Stanley
    Sandy, UT
Previous Registrations
  • 2020-04-10 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Bremerton, WA
    Arlington, VA
  • 2017-12-14 → 2020-04-15
    J.P. Morgan Securities Llc
    Silverdale, WA
    Silverdale, WA
    Poulsbo, WA
    Poulsbo, WA
  • 2017-01-25 → 2017-12-05
    Scottrade Investment Management
    Saint Louis, MO
  • 2011-09-07 → 2015-07-20
    Td Ameritrade, Inc.
    Draper, UT
  • 2011-09-07 → 2015-07-20
    Td Ameritrade Investment Management, Llc
    Draper, UT
  • 2011-06-13 → 2011-09-02
    Harrisdirect Llc
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-10
S63 Uniform Securities Agent State Law Examination 2005-09-30
  • S66 Uniform Combined State Law Examination
    2011-06-10
  • S63 Uniform Securities Agent State Law Examination
    2005-09-30
Other Names
  • Joshua Lowry

View on SEC IAPD

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