Joshua J. Pericht
Professional summary
Joshua Jon Pericht, who also goes by Joshua Jon Pericht, is a registered financial professional currently at LINCOLN INTERNATIONAL LLC located in Chicago, Illinois.
Joshua is registered as a RR (Registered Representative) and started their career in finance in 2022. Joshua has worked at 2 firms and has passed the Series 63, Series 82TO, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joshua Jon Pericht's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2022 - Present
LINCOLN INTERNATIONAL LLC
Office #1: 110 North Wacker Drive 51st Floor, Chicago, IL 60606April 27, 2022 - August 30, 2022
KPMG CORPORATE FINANCE LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/30/2022)
(8/30/2022)
(8/30/2022)
(8/30/2022)
Exams
Series 82TO
Date: 5/12/2022
Limited Representative-Private Securities OfferingsSeries 79TO
Date: 4/27/2022
Investment Banking Registered Representative ExaminationFINRA
Current Firm
LINCOLN INTERNATIONAL LLC
CRD#: 42045 / SEC#: , 8-49671
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LINCOLN INTERNATIONAL, LP | SOLE MEMBER | |
| BARR, ROBERT BRUCE | MANAGING MEMBER | 720560 |
| BROWN, ROBERT TODD | CHIEF EXECUTIVE OFFICER | 3114282 |
| HAQUE, SARAH ANSARI | CHIEF COMPLIANCE OFFICER & DEPUTY GENERAL COUNSEL | 7419726 |
| KAHN, RONALD ALAN | EXECUTIVE COMMITTEE MEMBER | 1701384 |
| LAWSON, LAWRENCE JAMES III | MANAGING MEMBER, CHAIRMAN | 1081222 |
| MALCHOW, ERIC DENNIS | PRESIDENT | 2499555 |
| NELSON, JULIE ANNE | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS | 7051181 |
Disclosures
| Regulatory Event | 1 |
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.
