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Joshua Cloyd

MBS Source Etrading, Inc.

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About Joshua Cloyd

Joshua Cloyd is a registered representative with MBS Source Etrading, Inc. Joshua has been in the securities industry since 2021. Joshua holds Series 7, 99, 63, and 24 licenses. Joshua is registered in Washington, Arizona, New York, and Texas.

Firm Information

Joshua Cloyd is currently registered with MBS Source Etrading, Inc.. MBS Source Etrading, Inc. is a Corporation that was formed on May 11, 2012. The firm is registered in Arizona, New Jersey, New York, North Carolina, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Joshua Cloyd’s Registration & Firm History

WA

05/10/2021 - Present

MBS Source Etrading, Inc. (MERCER ISLAND WA)

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Licenses & Designations

BC

Issued 05/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2022

Series 24 - General Securities Principal Examination

BC

Issued 02/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/07/2021

Series 99TO - Operations Professional Examination

BC

Issued 04/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Cloyd.
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