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Joshua R Hooper

Morgan Stanley

Lake Oswego, OR

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-04-25
  • OR RA
    APPROVED
    Since 2024-04-25

Branch Locations

4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • 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
Morgan Stanley Portland OR 01/2024 Present
Bmo Family Office Portland OR 08/2016 10/2021
Bmo Family Office Portland OR 10/2021 01/2024
  • 01/2024 → Present
    Morgan Stanley
    Portland, OR
  • 08/2016 → 10/2021
    Bmo Family Office
    Portland, OR
  • 10/2021 → 01/2024
    Bmo Family Office
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
S65 Uniform Investment Adviser Law Examination 2016-04-21
  • S66 Uniform Combined State Law Examination
    2024-04-25
  • S65 Uniform Investment Adviser Law Examination
    2016-04-21
Other Names
  • Joshua R Hooper
  • Joshua Robert Hooper
  • Joshua Hooper

View on SEC IAPD

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Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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