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JOSHUA DAVID ORTON
CRD#: 5971369
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Investment Adviser
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Previous Broker
LGT FINANCIAL ADVISORS LLCCRD#: 111575 2626 HOWELL ST
SUITE 700
DALLAS, TX 75204
Registration History
201220142016201820202022202420262 FIRMS2021 - 2021 (<1 year)IALGT FINANCIAL ADVISORS LLC (CRD# 111575)2023 - Present (1 year)BTD AMERITRADE, INC. (CRD# 7870)2011 - 2021 (9 years)BTD AMERITRADE CLEARING, INC. (CRD# 5633)2018 - 2020 (2 years)IAKPC FINANCIAL SOLUTIONS, LLC (CRD# 317107)2023 - 2023 (<1 year)IAGRADIENT ADVISORS, LLC (CRD# 152665)2022 - 2023 (1 year)
License(s)

State Registrations

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Texas 7/25/2023

Current Registration(s)
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LGT FINANCIAL ADVISORS LLC (CRD#:111575)
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Registered with this firm since 7/25/2023

Previous Registration(s)
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04/11/2023 - 07/06/2023 KPC FINANCIAL SOLUTIONS, LLC (CRD#:317107) LEWISVILLE, TX
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03/22/2022 - 04/10/2023 GRADIENT ADVISORS, LLC (CRD#:152665) Keller, TX
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04/30/2021 - 08/16/2021 PARK AVENUE SECURITIES LLC (CRD#:46173) IRVING, TX
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02/04/2021 - 08/16/2021 PARK AVENUE SECURITIES LLC (CRD#:46173) IRVING, TX
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09/24/2011 - 01/28/2021 TD AMERITRADE, INC. (CRD#:7870) Southlake, TX
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03/15/2018 - 12/31/2020 TD AMERITRADE CLEARING, INC. (CRD#:5633) Southlake, TX
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Broker
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Investment Adviser
Disclosures
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