Joshua P. Itzoe
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Joshua P. Itzoe, CFP®, who also goes by Joshua P. Itzoe Mr., was a registered financial professional .
Joshua is a previously registered financial professional and started their career in finance in 2004. Joshua had worked at 3 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 6, 2021 - December 31, 2024
FIDUCIARYDIRECTIONS
October 3, 2005 - April 28, 2021
GREENSPRING ADVISORS, LLC
May 25, 2004 - October 5, 2005
MORGAN STANLEY DW INC.
March 26, 2004 - October 5, 2005
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Exams
Current Firm
FIDUCIARYDIRECTIONS
CRD#: 315332 / SEC#:
Contact information
Red Flags
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