Joshua Lebson

Current Employers

Employment History

• 05/2014 → 06/2018
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 05/2014 → 06/2018
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 06/2018
  Usaa Investment Management Company
  San Antonio, TX
• 07/2018 → 08/2021
  Santander Bank, Na
  Boston, MA
• 07/2018 → 07/2019
  Santander Securities, Llc
  Dorchester, MA
• 07/2019 → 03/2021
  Santander Securities, Llc
  Dorchester, MA
• 03/2021 → 08/2021
  Santander Securities, Llc
  Dorchester, MA
• 09/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2018-08-06 → 2021-09-01
  Santander Securities Llc
  Boston, MA
• 2018-01-08 → 2018-06-29
  Usaa Investment Services Company
  San Antonio, TX
• 2014-06-13 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2013-01-30 → 2013-05-30
  Pnc Wealth Management Llc
  Exton, PA
• 2007-11-01 → 2013-01-16
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
  Tampa, FL

Other Businesses

OBA-115791|OrgNmn:The Travelling Mouse Company|Org Addr:Daphne,Alabama,US|OBA Nature:Travel agent - help clients pl|Invst Rel:N|Title:Independent Contractor|Duties:talk with clients (friends and family), advise and guide to vacation, book travel, post some content on vacations and options, help clients wi|StrtDt:|TotHrs/mon:20|TrdHrs/mon:2|

Exams

• S66 Uniform Combined State Law Examination
  2007-10-29

Other Names

• Josh Lebson
• Joshua Ephraim Lebson
• Joshua E Lebson
• Joshua Lebson