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Joshua Papson

Liontree Advisors LLC

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About Joshua Papson

Joshua Papson is a registered representative with Liontree Advisors LLC in New York, NY. Joshua holds the Series 63, Series 79TO and SIE licenses. Joshua's professional experience includes roles at Houlihan Lokey Capital, Inc.

Firm Information

Joshua Papson is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

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 Papson’s Registration & Firm History

NY

03/17/2022 - Present

Liontree Advisors LLC (New York NY)

NY

08/10/2020 - 03/04/2022

HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Papson.
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