Joseph Anthony Whitaker is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-10-18 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2024-06-13 | 2024-09-19 | — |