JOSEPH THOMAS SHUMBATA is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-07-03 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-12-21 | 2024-05-15 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2014-12-22 | 2022-10-19 | — |
| EQUITABLE ADVISORS, LLC | 2006-05-05 | 2009-07-21 | — |