Joshua Daniel Ellis

Current Employers

Employment History

• 08/2019 → 08/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2016 → Present
  Self Employed
  Merritt Island, FL
• 10/2020 → 08/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2026 → Present
  Private Client Services, Llc
  Merritt Island, FL
• 08/2026 → Present
  Sowell Management
  Merritt Island, FL

Other Businesses

1) Fagan Financial Group; 1353 N. Courtenay Pkwy. Suite N, Merritt Island FL 32953; Investment Related; Starting 08/2019; Financial Advisor and Insurance Agent; Approx 160 hours/month during trading hours; used to provide and market insurance, financial, and securities services, investment advisory services offered through Sowell Management / securities offered through Private Client Services, Member FINRA/SIPC. 2) Ellis Wealth Strategies; Investment Related; Titusville, FL 32780; Owner; Start Date: 02/06/2023; Number of hours: 20; Number of hours during trading: 20; This is the LLC/S-Corp that I run my payroll through to pay myself. 3) DBA Joshua Ellis; Investment Related: Investment Related; Titusville, FL 32780; Sales rep; Start Date: 02/06/2026; Number of hours: 40; Number of hours during trading: 40; Selling life insurance. 4) Sowell Management; Investment Related: 5320 Northshore Dr, North Little Rock, AR 72118; RIA; IAR; Start Date: 08/2026; Number of hours: 120; Number of hours during trading: 120; IAR. 5) Private Client Services; Merritt Island; Investment Related; Registered Rep; Start date: 08/2026; Approx 120 hours during trading hours 6) Easy Care Decision LLC; Investment Related; Titusville, FL 32780; Long term care insurance; Owner; Start Date: 11/2024; Number of hours: 1 Number of hours during trading: 1; Long term care insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-12

Other Names

• Joshua Ellis