JOSHUA DANIEL MORALES is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with SOWELL FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOWELL FINANCIAL SERVICES, LLC | 2022-05-20 | present | Yes |
| THE RETIREMENT PLANNING GROUP, LLC | 2018-06-25 | 2022-02-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-01-08 | 2018-06-28 | — |