Nader Joseph Al-Mooshi

Current Employers

Employment History

• 06/2011 → 04/2017
  Jpmorgan Chase Bank
  Novi, MI
• 05/2017 → 11/2023
  Jpmorgan Securities Llc
  West Bloomfield, MI
• 11/2023 → Present
  Kestra Private Wealth Services, Llc.
  Novi, MI
• 11/2023 → Present
  Kestra Investment Services, Llc
  Novi, MI

Previous Registrations

• 2017-06-27 → 2023-11-29
  J.P. Morgan Securities Llc
  West Bloomfield, MI
  Farmington, MI

Other Businesses

Name: KNIGHTS OF COLUMBUS ST. FRANCIS COUNCIL #4401 AT OUR LADY OF SORROWS POS: Part of Knights of Columbus Board NOB: Board position INV REL: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2023 ADDRESS: Our Lady of Sorrows Parish, 23815 Power Road, Farmington MI 48335 DESC: To volunteer and help with Church activities when needed and being on their finance committee/board. Name: MOOSHI WEALTH PLANNING & MANAGEMENT POS: Founder and member NOB: Insurance INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2023 ADDRESS: 23354 Farmington Road, Suite 3A, Farmington MI 48375 DESC: I am the founder and member and the Wealth Advisor and I advise clients on their investments though Kestra Private Wealth Services. Name: MOOSHI WEALTH PLANNING & MANAGEMENT LLC POS: Member NOB: Tax entity INV REL: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2023 ADDRESS: 23354 Farmington Road, Farmington MI 48336 DESC: To manage MOOSHI Wealth Planning & Management day to day operations of the business. Name: MOOSHI TAX & ACCOUNTING GROUP POSITION: owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2026 ADDRESS: 2216 Adel Dr, Wixom MI 48393, Wixom MI 48393, United States DESCRIPTION: Owner of the firm.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-19

Other Names

• Tony Joseph Al-Mooshi
• Joseph Mooshi
• Joseph J Mooshi
• Joseph Al-Mooshi
• Nader Al-Moosh
• Joseph Mooshi