Joshua Devereaux

Current Employers

Stage Harbor Financial

100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-01-23

MA RA
APPROVED

Since 2026-01-23

Branch Locations

100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • 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

Organization	City	State	From	To
Stage Harbor Financial, Llc	Westwood	MA	05/2023	Present
Bridgewater State University	Bridgewater	MA	08/2019	12/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	05/2022	04/2023
Ubs Financial Services Inc.	Hingham	MA	06/2021	08/2021
Western Michigan University	Marlborough	MA	08/2017	04/2019
Unemployed	N/A	XX	01/2016	07/2017
Unemployed	Marlborough	MA	05/2019	07/2019

05/2023 → Present

Stage Harbor Financial, Llc

Westwood, MA
08/2019 → 12/2022

Bridgewater State University

Bridgewater, MA
05/2022 → 04/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
06/2021 → 08/2021

Ubs Financial Services Inc.

Hingham, MA
08/2017 → 04/2019

Western Michigan University

Marlborough, MA
01/2016 → 07/2017

Unemployed

N/A, XX
05/2019 → 07/2019

Unemployed

Marlborough, MA

Other Businesses

1) Joshua Devereaux 2025 Irrevocable Trust; Investment-related; Marlborough, MA. 01752; Trustee and Beneficiary; Maximize the value of the account, which is managed by separate portfolio managers; Less than 5% of time during the month,

Designations

View on SEC IAPD

Current Employers

Stage Harbor Financial

Disclosures

Employment History

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews