# JOSHUA JAMES PALLEON

JOSHUA JAMES PALLEON is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with ENVISION FINANCIAL LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ENVISION FINANCIAL LLC](https://search.stillhousedata.com/firm/314365) | 2023-11-08 | present | Yes |
| [BMO ASSET MANAGEMENT CORP.](https://search.stillhousedata.com/firm/106466) | 2023-01-04 | 2023-12-12 | — |
| [BMO ASSET MANAGEMENT CORP.](https://search.stillhousedata.com/firm/106466) | 2021-02-19 | 2022-12-31 | — |
| [BMO HARRIS FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/137115) | 2020-02-10 | 2021-08-02 | — |
| [BMO ASSET MANAGEMENT CORP.](https://search.stillhousedata.com/firm/106466) | 2012-06-08 | 2020-12-31 | — |
| [M&I INVESTMENT MANAGEMENT CORP.](https://search.stillhousedata.com/firm/109802) | 2004-02-19 | 2012-06-08 | — |
| [STRONG CAPITAL MANAGEMENT INC](https://search.stillhousedata.com/firm/106638) | 2001-08-27 | 2004-02-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3255862)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3255862.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.