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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-07-21 |
Branch Locations
50 Albany Turnpike Ste 4021A, Canton, CT 06019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Canton | CT | 06/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Torrington | CT | 12/2009 | 07/2021 |
| City Of Torrington | Torrington | CT | 01/2014 | 06/2018 |
| Joshua & Bethany Ferreira | Canton | CT | 08/2018 | 07/2021 |
| Ferreira Wealth Strategies, Llc | Canton | CT | 03/2021 | 07/2021 |
| Lpl Financial Llc | Canton | CT | 07/2021 | Present |
1) 03/2021 - Ferreira Wealth Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / 0HRS/MO / 50 Albany Turnpike, Suite 4021A Canton, CT 06019 2) 09/2009 - Crump / Insurance / Non-Variable Insurance / Investment Related / 5HRS/MO / 3% / 50 Albany Ave., Suite 4021A Canton, CT 06019 3) 03/2021 - Ferreira Wealth Strategies, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1% / 50 ALBANY TURNPIKE, SUITE 4021A CANTON, CT 06019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-14 |
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