# JOSEPH J MOONEY

JOSEPH J MOONEY is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with GEOWEALTH MANAGEMENT LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GEOWEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/148222) | 2025-09-29 | present | Yes |
| [FREEDOM INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/126052) | 2017-06-29 | 2025-07-31 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2011-04-05 | 2016-11-30 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-01-08 | 2010-04-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2916072)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2916072.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.