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Inactive

Joseph M Ferreira

Apella Wealth

West Hartford, CT

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-03
  • CT RA
    APPROVED
    Since 2025-03-03

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Apella Capital, Llc West Hartford CT 01/2023 Present
Morgan Stanley New York NY 07/2021 08/2021
Ups Hartford CT 12/2019 01/2020
Rocky Hill Highschool Rocky Hill CT 01/2014 01/2018
Union College Schenectady NY 02/2018 11/2019
Union College Schenectady NY 02/2020 06/2021
Union College Schenectady NY 09/2021 04/2022
Wethersfield Country Club Wethersfield CT 05/2022 08/2022
Union College Schenectady NY 09/2022 12/2022
  • 01/2023 → Present
    Apella Capital, Llc
    West Hartford, CT
  • 07/2021 → 08/2021
    Morgan Stanley
    New York, NY
  • 12/2019 → 01/2020
    Ups
    Hartford, CT
  • 01/2014 → 01/2018
    Rocky Hill Highschool
    Rocky Hill, CT
  • 02/2018 → 11/2019
    Union College
    Schenectady, NY
  • 02/2020 → 06/2021
    Union College
    Schenectady, NY
  • 09/2021 → 04/2022
    Union College
    Schenectady, NY
  • 05/2022 → 08/2022
    Wethersfield Country Club
    Wethersfield, CT
  • 09/2022 → 12/2022
    Union College
    Schenectady, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-03-01

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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