Joseph R Agee is an investment adviser representative (IAR) with state registration records since 1996, appearing at 5 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2024-03-05 | present | Yes |
| KEEL POINT, LLC | 2019-03-01 | 2023-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2019-03-01 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2003-04-08 | 2007-04-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1996-10-08 | 2003-04-14 | — |