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Joshua Jacob Lichtman

Cetera Investment Advisers LLC

New Orleans, LA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-08-10
  • LA RA
    APPROVED
    Since 2022-08-10

Branch Locations

701 Poydra Street, New Orleans, LA 70139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of New Orleans New Orleans LA 09/2014 05/2017
Homemaker New Orleans LA 06/2017 09/2017
Urban Focus, Llc New Orleans LA 10/2017 03/2018
Grow Dat New Orleans LA 09/2017 07/2018
Camp Ramah Berkshires Wingdale NY 08/2018 08/2018
Homemaker New Orleans LA 09/2018 04/2019
Doubleday Conley, Llc New Orleans LA 05/2019 11/2019
Self-Employed New Orleans LA 12/2019 03/2020
Hancock Whitney Bank New Orleans LA 04/2020 Present
Hancock Whitney Investment Services, Inc. New Orleans LA 04/2020 08/2022
Cetera Investment Services Llc Saint Cloud MN 08/2022 Present
Cetera Investment Advisers Llc New Orleans LA 08/2022 Present
  • 09/2014 → 05/2017
    University Of New Orleans
    New Orleans, LA
  • 06/2017 → 09/2017
    Homemaker
    New Orleans, LA
  • 10/2017 → 03/2018
    Urban Focus, Llc
    New Orleans, LA
  • 09/2017 → 07/2018
    Grow Dat
    New Orleans, LA
  • 08/2018 → 08/2018
    Camp Ramah Berkshires
    Wingdale, NY
  • 09/2018 → 04/2019
    Homemaker
    New Orleans, LA
  • 05/2019 → 11/2019
    Doubleday Conley, Llc
    New Orleans, LA
  • 12/2019 → 03/2020
    Self-Employed
    New Orleans, LA
  • 04/2020 → Present
    Hancock Whitney Bank
    New Orleans, LA
  • 04/2020 → 08/2022
    Hancock Whitney Investment Services, Inc.
    New Orleans, LA
  • 08/2022 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 08/2022 → Present
    Cetera Investment Advisers Llc
    New Orleans, LA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-23
  • S66 Uniform Combined State Law Examination
    2021-02-23
Other Names
  • Joshua Lichtman
  • Josha Jacob Lichtman

View on SEC IAPD

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MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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