AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JL

Joshua Lightburn

KIPPSDESANTO & COMPANY
McLean, VA 22102
Some features on this profile are disabled
CRD#: 6943769
JL
Joshua LightburnKIPPSDESANTO & COMPANY

Professional summary


Joshua Lightburn, who also goes by Joshua Willhem Lightburn, Joshua Willhom Lightburn, is a registered financial professional currently at KIPPSDESANTO & COMPANY located in Mclean, Virginia.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2018. Joshua has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 79 exams.

Aliases


Joshua Willhem Lightburn | Joshua Willhom Lightburn

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Joshua Lightburn's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 8, 2026 - Present

KIPPSDESANTO & COMPANY

Office #1: 1675 Capital One Dr. Suite 1200, Mclean, VA 22102
BD
CRD#: 45763
McLean, VA
Past

December 2, 2024 - July 17, 2025

STEPHENS

BD
CRD#: 3496
Washington, DC
Past

April 3, 2020 - August 9, 2021

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
LOS ANGELES, CA
Past

August 15, 2018 - March 18, 2020

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(7/8/2026)
RR
Virginia
(7/8/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 3/8/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/2/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


K&
KIPPSDESANTO & COMPANY
BANYAN CAPITAL MARKETS, LLC | KIPPSDESANTO & COMPANY | COLONIAL CAPITAL PARTNERS, LLC | BANYAN INVESTMENT ADVISORS, INC.

CRD#: 45763 / SEC#: , 8-51183

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Loading...

Contact information


Main Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102
Mailing Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102
Phone number
(703) 442-1400
Established
Virginia since 12/31/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
CAPITAL ONE, N.A.SHAREHOLDER
DESANTO, KEVIN PHILIPPRESIDENT4912789
HALPRIN, GABRIELLE BAILLEUXCHIEF FINANCIAL OFFICER/FINOP5087341
MULLIGAN, ROBERTCHIEF COMPLIANCE OFFICER1584973
ROER, PATRICIA LANGDIRECTOR3157205
TULIP, STEVEN ANDREWDIRECTOR2540149

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KIPPSDESANTO & COMPANY

CRD#: 45763Mclean, VA 22102

TRUST BUT VERIFY

Monitor Joshua Lightburn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Eric Duranta Bailey
Eric BaileyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SILVER SPRING, MD
Michael Scott Aves
Michael AvesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
GAITHERSBURG, MD
Eric Josef Schaefer
Eric SchaeferAdvisorCheck Check Mark
EVERMAY WEALTH MANAGEMENT, LLC
IAR
ARLINGTON, VA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.