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Joseph Charles Barreiro

Wealth Creation Management Group LLC

Monroe, NY

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Current Employers
Wealth Creation Management Group Llc

Monroe, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-03-14
  • NJ RA
    APPROVED
    Since 2019-03-14

Branch Locations

Monroe, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corp Tampa FL 04/2007 10/2017
Wealth Creation Management Group Llc Monroe NY 01/2019 Present
United Planners' Financial Services Of America A Limited Partner Monroe NY 10/2017 07/2020
Joseph Barreiro, Sole Proprietor Monroe NY 02/1994 Present
Previous Registrations
Other Businesses

1) JOE BARREIRO INDEPENDENT INSURANCE AGENT - MONROE, NY - SINCE 02/1994 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-16
S65 Uniform Investment Adviser Law Examination 1999-09-30
S63 Uniform Securities Agent State Law Examination 1994-01-27
  • S66 Uniform Combined State Law Examination
    2007-10-16
  • S65 Uniform Investment Adviser Law Examination
    1999-09-30
  • S63 Uniform Securities Agent State Law Examination
    1994-01-27
Other Names
  • J C Barrerio

View on SEC IAPD

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