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Joshua John Cantrell

Morgan Stanley

Omaha, NE

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-02-05
TX RA APPROVED_RES 2024-02-02
  • NE RA
    APPROVED
    Since 2024-02-05
  • TX RA
    APPROVED_RES
    Since 2024-02-02

Branch Locations

13625 California Street Suite 400, Omaha, NE 68154 • 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
Td Ameritrade Omaha NE 04/2017 12/2022
Team J Sales And Marketing Omaha NE 10/2009 03/2017
Charles Schwab And Co., Inc. Omaha NE 12/2022 01/2024
Morgan Stanley Omaha NE 01/2024 Present
  • 04/2017 → 12/2022
    Td Ameritrade
    Omaha, NE
  • 10/2009 → 03/2017
    Team J Sales And Marketing
    Omaha, NE
  • 12/2022 → 01/2024
    Charles Schwab And Co., Inc.
    Omaha, NE
  • 01/2024 → Present
    Morgan Stanley
    Omaha, NE
Previous Registrations
  • 2022-01-27 → 2024-02-02
    Charles Schwab & Co., Inc.
    Omaha, NE
    Lone Tree, CO
    Omaha, NE
  • 2021-09-01 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2021-09-08 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-27
S63 Uniform Securities Agent State Law Examination 2017-05-22
  • S66 Uniform Combined State Law Examination
    2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    2017-05-22
Other Names
  • Josh Cantrell

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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