Joshua Gregg has been CFO of Peachcap Tax & Advisory since February 2015, is a control person of the firm and directly owns under 5% of it.
Peachcap Tax & Advisory, LLC is an Atlanta, GA firm with $147M under management, 248 clients and 4 advisers across 3 offices, as of its February 2026 filing.
No adviser firm registrations are on Joshua Gregg’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 2 February 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Operations Professional Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Joshua Wood Gregg
- CRD
- 6503802
- Firm
- Peachcap Tax & Advisory · CRD 158729
- Role
- CFO
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joshua Gregg work?
Joshua Gregg has been CFO of Peachcap Tax & Advisory, LLC since February 2015, and is a control person of the firm.
Does Joshua Gregg have a current investment-adviser registration?
Joshua Gregg has a current broker registration and no current investment-adviser registration.
What exams has Joshua Gregg passed?
Joshua Gregg has passed 3 licensing exams: the Series 27, SIE and Series 99TO. The earliest, the Series 27, was passed in February 2017.
Is Joshua Gregg registered with FINRA?
Yes. Joshua Gregg has a current broker registration, under CRD 6503802.
Source: FINRA BrokerCheck
How can I verify Joshua Gregg’s record?
Search CRD 6503802 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Gregg’s full registration record.
