Joshua Mark Edelson

LPl Financial LLC

Pottersville, NJ

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Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-10-17
NJ	RA	APPROVED	2024-10-17
TX	RA	APPROVED	2024-10-17

CO RA
APPROVED

Since 2024-10-17
NJ RA
APPROVED

Since 2024-10-17
TX RA
APPROVED

Since 2024-10-17

Branch Locations

Denver, CO • United States

Pottersville, NJ • 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
Morgan Stanley Smith Barney	Shrewsbury	NJ	06/2009	10/2024
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	10/2024
Lpl Financial Llc	Pottersville	NJ	10/2024	Present
Morgan Stanley Private Bank, N.A	New York	NY	01/2015	Present

06/2009 → 10/2024

Morgan Stanley Smith Barney

Shrewsbury, NJ
01/2015 → 10/2024

Morgan Stanley Private Bank, National Association

New York, NY
10/2024 → Present

Lpl Financial Llc

Pottersville, NJ
01/2015 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2009-06-01 → 2024-10-31

Morgan Stanley

Shrewsbury, NJ

New York, NY

Morristown, NJ

Potterville, NJ

Potterville, NJ

Greenwood Village, CO
2009-03-31 → 2009-06-01

Citigroup Global Markets Inc.

Shrewsbury, NJ
2009-03-31 → 2009-04-09

Barclays Capital Inc.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-03-30
S63	Uniform Securities Agent State Law Examination	1988-11-14

S66 Uniform Combined State Law Examination

2009-03-30
S63 Uniform Securities Agent State Law Examination

1988-11-14

Other Names

Joshua Mark Edelson
Joshua Marc Edelson

View on SEC IAPD

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