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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-06-16
TX RA APPROVED 2025-06-16
  • OK RA
    APPROVED
    Since 2025-06-16
  • TX RA
    APPROVED
    Since 2025-06-16

Branch Locations

Mckinney, TX • United States

2828 West University Blvd Ste 118, Durant, OK 74701 • United States

6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • 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
Bank Of America, N.A. Sherman TX 09/2007 06/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sherman TX 09/2007 06/2025
Morgan Stanley Smith Barney Llc Durant OK 06/2025 Present
Morgan Stanley Private Bank, N.A New York NY 08/2025 Present
  • 09/2007 → 06/2025
    Bank Of America, N.A.
    Sherman, TX
  • 09/2007 → 06/2025
    Sherman, TX
  • 06/2025 → Present
    Morgan Stanley Smith Barney Llc
    Durant, OK
  • 08/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-08
S63 Uniform Securities Agent State Law Examination 1993-06-29
  • S65 Uniform Investment Adviser Law Examination
    2008-02-08
  • S63 Uniform Securities Agent State Law Examination
    1993-06-29
Other Names
  • Joe Joiner
  • Joe Joiner

View on SEC IAPD

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