JOSEPH LEE MOSES is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with HALO INVESTMENT SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HALO INVESTMENT SERVICES, LLC | 2023-08-09 | present | Yes |
| ROTHSCHILD WEALTH LLC | 2022-09-09 | 2023-08-09 | — |
| TD AMERITRADE, INC. | 2016-09-28 | 2022-08-10 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2005-03-30 | 2016-01-25 | — |
| TIAA-CREF TRUST COMPANY, FSB | 2004-11-19 | 2005-03-29 | — |