Joseph D Robertson

Current Employers

Employment History

• 06/2022 → 09/2023
  E*Trade Securities Llc
  Temple Terrace, FL
• 08/2020 → 02/2022
  Manatee School Of The Arts
  Palmetto, FL
• 10/2017 → 01/2020
  Chick-Fil-A
  Sarasota, FL
• 09/2016 → 10/2017
  Mexicali Border Cafe
  Bradenton, FL
• 02/2014 → 12/2016
  Bob Evans
  Bradenton, FL
• 01/2020 → 12/2021
  University Of South Florida
  Sarasota, FL
• 01/2020 → 01/2020
  Avum Llc (Columbia Care)
  Sarasota, FL
• 01/2023 → 07/2024
  Morgan Stanley
  Tampa, FL
• 06/2024 → 07/2024
  Morgan Stanley
  Tampa, FL
• 07/2024 → Present
  Vitalstone Financial, Llc
  San Antonio, TX
• 08/2024 → Present
  Private Client Services, Llc
  San Antonio, TX
• 02/2025 → Present
  Maridea Wealth Management Llc
  Shavano Park, TX
• 03/2022 → 05/2022
  Unemployed
  Bradenton, FL

Previous Registrations

• 2024-06-17 → 2024-07-16
  Morgan Stanley
  Tampa, FL

Other Businesses

1) Joseph Robertson is dually registered as an investment advisor representative with Maridea Wealth Management LLC ("Maridea") and as a registered representative with Private Client Services, LLC ("PCS"). Business is conducted from 3009 Napier Park, Shavano Park, TX, 78231. Approximately 90% of Mr. Robertson's time is for services as an investment advisor representative of Maridea and the balance as a registered representative with PCS. 2) VitalStone Financial, LLC; Investment-related; Same address; Doing business as ("DBA") name for investment advisory activity conducted with Maridea Wealth Management LLC; Investment Advisor Representative; Full-time position.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-14
• S63 Uniform Securities Agent State Law Examination
  2022-07-15