Joey S Katz is an investment adviser representative (IAR) with state registration records since 2003, appearing at 10 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2024-01-11 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-08-16 | 2023-12-19 | — |
| HARRISDIRECT LLC | 2021-07-08 | 2023-09-05 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2013-09-03 | 2020-12-31 | — |
| TD AMERITRADE, INC. | 2013-09-03 | 2021-01-11 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2012-11-16 | — |
| CHASE INVESTMENT SERVICES CORP. | 2011-10-10 | 2012-10-01 | — |
| STRATEGIC ADVISERS LLC | 2006-10-10 | 2011-09-09 | — |
| FSC SECURITIES CORPORATION | 2004-08-16 | 2006-01-12 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2003-04-17 | 2004-08-11 | — |