Joshua Morris

Current Employers

Employment History

• 08/2016 → 09/2016
  Unemployed
  Weyers Cave, VA
• 09/2016 → 09/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2016 → 09/2018
  Northwestern Mutual Investment Services Llc
  Harrisonburg, VA
• 06/2018 → 09/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2018 → 07/2020
  Mass Mutual Life Insurance Company
  Harrisonburg, VA
• 10/2018 → 07/2020
  Mml Investor Services, Llc
  Harrisonburg, VA
• 07/2020 → 01/2025
  Concourse Financial Group Securities Inc
  Harrisonburg, VA
• 07/2020 → Present
  Valley View Advisors
  Harrisonburg, VA
• 07/2020 → Present
  Business Coaching & Consulting
  Harrisonburg, VA
• 01/2025 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2020-08-03 → 2025-01-02
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Harrisonburg, VA
  Harrisonburg, VA
• 2019-06-06 → 2020-08-03
  Mml Investors Services, Llc
  Harrisonburg, VA
  Harrisonburg, VA

Other Businesses

1.) VALLEY VIEW ADVISORS - 7/1/2020 - - Agent, Sale of non securities related insurance and annuity products, Not Invt Rel, Insurance business, 30 hrs/mo; 10 hrs/mo (during trading hours). 2.) BUSINESS COACHING & CONSULTING - 7/1/2020 - 25 N Liberty Street, Harrisonburg, VA 22802 - Owner & consultant, Coaching business owners on sales and succession best practices, Not Invt Rel, Business coaching and consulting, 20 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 1/6/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2019-05-22
• S63 Uniform Securities Agent State Law Examination
  2018-03-27

Other Names

• Joshua Shifflett
• Joshua Shifflett
• Joshua O'NEil Morris
• Joshua O Morris
• Josh Morris
• Joshua O Neil Morris