# Joey S Katz

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..

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2024-01-11 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2022-08-16 | 2023-12-19 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2021-07-08 | 2023-09-05 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2013-09-03 | 2020-12-31 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2013-09-03 | 2021-01-11 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2012-10-01 | 2012-11-16 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2011-10-10 | 2012-10-01 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2006-10-10 | 2011-09-09 | — |
| [FSC SECURITIES CORPORATION](https://search.stillhousedata.com/firm/7461) | 2004-08-16 | 2006-01-12 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2003-04-17 | 2004-08-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3085988)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3085988.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.