Best Investors Account Sign in

Joshua James Wilson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ

Fort Mitchell, KY

Cincinnati, OH

Dayton, OH

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-04-14
MD RA APPROVED 2023-04-14
OH RA APPROVED 2022-07-05
TX RA APPROVED 2016-01-19
  • KY RA
    APPROVED
    Since 2023-04-14
  • MD RA
    APPROVED
    Since 2023-04-14
  • OH RA
    APPROVED
    Since 2022-07-05
  • TX RA
    APPROVED
    Since 2016-01-19

Branch Locations

77 Broad St, Red Bank, NJ 07701 • United States

300 Buttermilk Pike, Fort Mitchell, KY 41017 • United States

5905 E Galbraith Rd, Cincinnati, OH 45236 • United States

Dayton, OH • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11/2015 Present
Bank Of America, N.A. Hunt Valley MD 01/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-12
  • S66 Uniform Combined State Law Examination
    2016-01-12
Other Names
  • Josh James Wilson

View on SEC IAPD

Other Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC
WBI INVESTMENTS, LLC
PRINCETON CAPITAL MANAGEMENT LLC
ATLAS PRIVATE WEALTH ADVISORS
DONALD W. CASH & ASSOCIATES, LLC
IEM ASSET MANAGEMENT, LLC

Other Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan
Jason Thostesen
DONALD ROBERT SCHREIBER
JOSEPH CAJIGAL
CAELAN ANGUS MCCARTHY
ALFRED RIVES BERKELEY

Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

More in Red Bank, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor