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Joshua Paone

Morgan Stanley

Tempe, AZ

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-15
TX RA APPROVED 2025-08-04
  • CA RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-04

Branch Locations

58 South River Drive Suite 401, Tempe, AZ 85281 • 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
The Vanguard Group, Inc. Scottsdale AZ 01/2023 06/2023
Banner Alzheimers Institute Phoenix AZ 01/2020 01/2023
Village Health Clubs Phoenix AZ 12/2019 01/2020
Aerotek Phoenix AZ 07/2019 11/2019
Village Health Clubs Phoenix AZ 05/2018 08/2018
University Of Arizona Tucson AZ 08/2015 08/2019
Village Health Clubs Phoenix AZ 05/2017 08/2017
Arizona Country Club Phoenix AZ 03/2022 10/2022
Self Employed Tucson AZ 08/2018 05/2019
Self Employed Tucson AZ 08/2018 05/2019
Village Health Clubs Phoenix AZ 05/2019 07/2019
Smart Brain Aging Scottsdale AZ 11/2019 12/2019
U.S. Bancorp Advisors Tempe AZ 08/2023 07/2025
Unemployed Scottsdale AZ 06/2023 08/2023
Morgan Stanley Tempe AZ 07/2025 Present
  • 01/2023 → 06/2023
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2020 → 01/2023
    Banner Alzheimers Institute
    Phoenix, AZ
  • 12/2019 → 01/2020
    Village Health Clubs
    Phoenix, AZ
  • 07/2019 → 11/2019
    Aerotek
    Phoenix, AZ
  • 05/2018 → 08/2018
    Village Health Clubs
    Phoenix, AZ
  • 08/2015 → 08/2019
    University Of Arizona
    Tucson, AZ
  • 05/2017 → 08/2017
    Village Health Clubs
    Phoenix, AZ
  • 03/2022 → 10/2022
    Arizona Country Club
    Phoenix, AZ
  • 08/2018 → 05/2019
    Self Employed
    Tucson, AZ
  • 08/2018 → 05/2019
    Self Employed
    Tucson, AZ
  • 05/2019 → 07/2019
    Village Health Clubs
    Phoenix, AZ
  • 11/2019 → 12/2019
    Smart Brain Aging
    Scottsdale, AZ
  • 08/2023 → 07/2025
    U.S. Bancorp Advisors
    Tempe, AZ
  • 06/2023 → 08/2023
    Unemployed
    Scottsdale, AZ
  • 07/2025 → Present
    Morgan Stanley
    Tempe, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-03
S63 Uniform Securities Agent State Law Examination 2023-08-07
  • S65 Uniform Investment Adviser Law Examination
    2023-10-03
  • S63 Uniform Securities Agent State Law Examination
    2023-08-07
Other Names
  • Joshua R Paone
  • Josh Paone
  • Josh R Paone
  • Josh Ryan Paone
  • Joshua Paone
  • Joshua Ryan Paone

View on SEC IAPD

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OLIVE STREET INVESTMENT ADVISERS, LLC · ST. LOUIS, MO
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J.P. MORGAN SECURITIES LLC · Des Peres, MO
U.S. BANCORP ADVISORS, LLC · Des Peres, MO
LPL FINANCIAL LLC · DES PERES, MO
AQUILANT ADVISORS · ST. LOUIS, MO
ATROPOS CAPITAL MANAGEMENT, LLC · ST. LOUIS, MO
VIAGEM, LLC · ST. LOUIS, MO

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