Joyce M. Mcdonough
Professional summary
Joyce Marie Mcdonough, who also goes by Joyce Marie Kulish, is a registered financial professional currently at M. S. HOWELLS & CO. located in Scottsdale, Arizona.
Joyce is registered as a RR (Registered Representative) and started their career in finance in 1997. Joyce has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joyce Marie Mcdonough's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2018 - Present
M. S. HOWELLS & CO.
Office #1: 8605 E. Raintree Dr. Suite 280, Scottsdale, AZ 85260August 13, 2016 - August 20, 2018
PEACHCAP SECURITIES, INC.
January 5, 2009 - August 15, 2016
GENEOS WEALTH MANAGEMENT, INC.
December 15, 2006 - January 7, 2009
USF SECURITIES, L.P.
November 8, 2006 - December 20, 2006
CETERA ADVISORS LLC
October 31, 2005 - October 10, 2006
OSAIC SERVICES, INC.
June 17, 1998 - October 31, 2005
SUNAMERICA SECURITIES, INC.
September 4, 1997 - June 16, 1998
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/17/2022)
(6/2/2022)
(8/2/2018)
(5/18/2022)
(3/15/2022)
(5/18/2022)
(6/3/2022)
(5/18/2022)
(5/18/2022)
(7/11/2022)
(5/17/2022)
(5/19/2022)
(7/5/2022)
(6/2/2022)
(5/2/2023)
(5/23/2022)
(5/19/2022)
(5/17/2022)
(5/18/2022)
(3/15/2022)
(5/17/2022)
(3/28/2022)
(6/2/2022)
(5/18/2022)
(6/9/2022)
(5/28/2024)
(6/6/2022)
(5/18/2022)
(5/18/2022)
(6/3/2022)
(5/18/2022)
(7/1/2022)
(3/10/2023)
(5/17/2022)
(3/15/2022)
(5/19/2022)
(6/2/2022)
(6/9/2022)
(5/17/2022)
(5/23/2022)
Exams
FINRA
Current Firm
M. S. HOWELLS & CO.
CRD#: 104100 / SEC#: , 8-52558
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MARK HOWELLS TRUST, DATED 6/25/1997, MARK HOWELLS TRUSTEE | OWNER | |
| SANTAMARIA, KATRINA PATRICIA | CHIEF EXECUTIVE OFFICER | 3248779 |
| CRITES, MARCY ANN | FINANCIAL AND OPERATIONS PRINCIPAL (FINOP) | 6346298 |
| HOWELLS, MARK STEPHEN | TRUSTEE FOR MARK HOWELLS TRUST DATED 6/25/1997 | 726921 |
| HOWELLS, MARK STEPHEN | EXECUTIVE CHAIRMAN/DIRECTOR | 726921 |
| JORDAN, CHRISTOPHER SHANE | CHIEF COMPLIANCE OFFICER | 2843281 |
| KREIZENBECK, TARA LYNN | CHIEF OPERATING OFFICER | 7141895 |
Red Flags
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