Joseph Warren Mcvey

Current Employers

Employment History

• 06/2009 → 05/2019
  Morgan Stanley Smith Barney
  Richmond, VA
• 05/2026 → Present
  Fourstar Wealth Advisors, Llc
  Powahatan, VA
• 02/2026 → 05/2026
  Unemployed
  Powahatan, VA
• 01/2015 → 05/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2019 → 02/2026
  Ubs Financial Services Inc.
  Riverfront Plaza East, VA

Previous Registrations

• 2019-05-24 → 2026-03-18
  Ubs Financial Services Inc.
  Richmond, VA
  Powhatan, VA
• 2009-06-01 → 2019-05-30
  Morgan Stanley
  Richmond, VA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Richmond, VA
• 1991-09-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Richmond, VA
  Richmond, VA

Other Businesses

1. AMERICAN COMMUNITY ENTERPRISES LLC; RICHMOND, VA; RENTAL RESIDENTIAL REAL ESTATE; 0.25 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 01/2005 2. American Community Enterprises LLC / 3004 Sublett Circle Powhatan,Virginia 23139 / Company/ Real Estate / Owns five single family rental houses. / Other / Member/Manager / Repairman and part-time decision maker. / Start Date 4/14/2004 3 Cypress Ice, LLC / 3004 Sublett Circle /Powhatan/ VA 23139/United States none/ Company / Retailers (Apparel, Food, General) / My brother and I created the business for the purpose of purchasing or renting space in order to place an Ice Vending Machine, made by Icehouse America, on the property and selling retail bulk and bagged ice as well as purified water. /Initially my role will be to find our first location and to develop the site for occupancy. Then to purchase the ice machine and have it installed. / Receive compensation?: yes/ Investment in company ?: yes 33% / Proprietor / owner / Start Date 9/22/2020

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-08-20
• S63 Uniform Securities Agent State Law Examination
  1983-08-08