Best Investors Account Sign in

Joshua Reihm Coveleski

Morgan Stanley

Rehoboth Beach, DE

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2021-03-18
TX RA APPROVED_RES 2020-04-23
NC RA APPROVED 2017-11-21
  • DE RA
    APPROVED
    Since 2021-03-18
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • NC RA
    APPROVED
    Since 2017-11-21

Branch Locations

55 Cascade Lane, Rehoboth Beach, DE 19971 • 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
Duke University Durham NC 10/2015 09/2017
Morgan Stanley Rehoboth Beach DE 09/2017 Present
Morgan Stanley Private Bank, N.A. New York NY 02/2018 Present
  • 10/2015 → 09/2017
    Duke University
    Durham, NC
  • 09/2017 → Present
    Rehoboth Beach, DE
  • 02/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

*429533 - Coverdown Network Board; Investment related No; Reohoboth Beach, DE; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0+; After business hours: 2; Setup activities to connect former lifeguards with each other and current lifeguards *673- All State Sports Camp Inc; Investment related-No; Dover, Delaware; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 5; Labor/Service *542139 - Delaware Lacrosse Officials Assocation; Investment related No; Bear, Delaware; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 10; Referree for Lacrosse. *606742- Southern Delaware Estate Planning Coucil; Investment related No; Georgetown, Delaware; This is a professional group for individuals in southern delaware across various disciplines interested in learning more about estate planning; Board Member (proprietor, partner, officer, director, employee, trustee, agent);08/2024; During business hours: 0; After business hours: 2; As President of the board, my role is to attend board meetings before the quarterly coucil meetings in advance of general meetings. We will review future meeting agenda's during our quarterly meetings. I will also be attending a conference this year. I will be meeting with new members to welcome them to the organization. In addition, I will work with board members to put together agenda for quarterly meetings. *664423- Master Networks Delaware; Investment related: No; Dover, Delaware; Networking Organization; Officer (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 4; After business hours: 0; Help with organizing meetings on weekly basis, potentially lead meetings when President is away, and meet with new members

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-21
  • S66 Uniform Combined State Law Examination
    2017-11-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rehoboth Beach, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor