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Detailed Report
JOEL S BODNER
JOEL BODNER
CRD#: 4708250
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 1200 Franklin Avenue
2Nd Floor
Garden City, NY 11530
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2015 - 2022 (7 years)2 FIRMS2022 - Present (3 years)BUBS FINANCIAL SERVICES INC. (CRD# 8174)2008 - 2013 (5 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2005 - 2008 (3 years)BMORGAN STANLEY DW INC. (CRD# 7556)2003 - 2005 (1 year)
License(s)

State Registrations

B
Arizona 3/4/2022
B
Nevada 3/4/2022
B
California 3/4/2022
B
New Jersey 3/4/2022
B
Colorado 12/22/2022
B
New Mexico 2/3/2023
B
Connecticut 3/4/2022
B
New York 3/4/2022
B
Delaware 3/4/2022
IA
New York 3/4/2022
B
District of Columbia 3/4/2022
B
North Carolina 3/4/2022
B
Florida 3/4/2022
B
Ohio 3/4/2022
B
Georgia 3/4/2022
B
Oregon 3/4/2022
B
Hawaii 2/3/2023
B
Pennsylvania 3/4/2022
B
Illinois 3/4/2022
B
Rhode Island 3/4/2022
B
Indiana 4/27/2022
B
South Carolina 3/4/2022
B
Kansas 3/4/2022
B
Tennessee 8/24/2023
B
Louisiana 3/4/2022
B
Texas 3/4/2022
B
Maine 3/4/2022
IA
Texas 3/4/2022
B
Maryland 3/4/2022
B
Utah 3/4/2022
B
Massachusetts 3/4/2022
B
Virginia 7/2/2024
B
Michigan 3/4/2022
B
Washington 3/4/2022
B
Mississippi 2/3/2023
B
Wisconsin 3/4/2022
B
Missouri 3/4/2022

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530
55 East 52nd Street 11th Floor, New York, NY 10055
Registered with this firm since 3/4/2022
B
MORGAN STANLEY (CRD#:149777)
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530
55 East 52nd Street 11th Floor, New York, NY 10055
Registered with this firm since 3/4/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 04/27/2015 - 03/05/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) NEW YORK, NY
B
 02/11/2015 - 03/05/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) NEW YORK, NY
B
 05/15/2008 - 11/20/2013 UBS FINANCIAL SERVICES INC. (CRD#:8174) NEW YORK, NY
B
 05/06/2005 - 06/03/2008 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
B
 11/14/2003 - 05/09/2005 MORGAN STANLEY DW INC. (CRD#:7556) PURCHASE, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.