Joshua S. Cherkes
Professional summary
Joshua Shalom Cherkes is a registered financial professional currently at PALAFOX TRADING LLC located in New York, New York and CITADEL SECURITIES LLC located in New York, New York.
Joshua is registered as a RR (Registered Representative) and started their career in finance in 2019. Joshua has worked at 6 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joshua Shalom Cherkes's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2023 - Present
PALAFOX TRADING LLC
Office #1: 350 Park Avenue, New York, NY 10022January 9, 2023 - Present
CITADEL SECURITIES LLC
Office #1: 350 Park Avenue 10th Floor, New York, NY 10022February 7, 2025 - Present
CITADEL SECURITIES INSTITUTIONAL LLC
Office #1: 350 Park Avenue, New York, NY 10022February 7, 2025 - Present
CITADEL CLEARING LLC
Office #1: 350 Park Avenue, New York, NY 10022January 9, 2023 - July 23, 2024
CITADEL CLEARING LLC
October 11, 2021 - December 19, 2022
MORGAN STANLEY
October 1, 2021 - December 19, 2022
MORGAN STANLEY
June 26, 2019 - December 19, 2022
MORGAN STANLEY & CO. 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
(1/9/2023)
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(2/7/2025)
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(2/10/2025)
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(6/25/2025)
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Exams
Series 7TO
Date: 6/26/2019
General Securities Representative ExaminationBOX Exchange LLC
Cboe BYX Exchange, Inc.
Cboe BZX Exchange, Inc.
Cboe C2 Exchange, Inc.
Cboe EDGA Exchange, Inc.
Cboe EDGX Exchange, Inc.
Cboe Exchange, Inc.
FINRA
Investors' Exchange LLC
Long-Term Stock Exchange, Inc.
MEMX LLC
MIAX Emerald, LLC
MIAX PEARL, LLC
MIAX Sapphire
Miami International Securities Exchange, LLC
NYSE American LLC
NYSE Arca, Inc.
NYSE National, Inc.
NYSE Texas, Inc.
Nasdaq BX, Inc.
Nasdaq GEMX, LLC
Nasdaq ISE, LLC
Nasdaq MRX, LLC
Nasdaq PHLX LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
CITADEL CLEARING LLC
CRD#: 172693 / SEC#: , 8-69521
Contact information
Documents
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