Joseph D Robertson is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with MARIDEA WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARIDEA WEALTH MANAGEMENT LLC | 2025-03-04 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2024-06-17 | 2024-07-16 | — |