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Joshua John Ferreira

LPl Financial LLC

Canton, CT

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-07-21
  • CT RA
    APPROVED
    Since 2021-07-21

Branch Locations

50 Albany Turnpike Ste 4021A, Canton, CT 06019 • 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
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
  • 06/2009 → 07/2021
    Waddell & Reed, Inc.
    Canton, CT
  • 12/2009 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Torrington, CT
  • 01/2014 → 06/2018
    City Of Torrington
    Torrington, CT
  • 08/2018 → 07/2021
    Joshua & Bethany Ferreira
    Canton, CT
  • 03/2021 → 07/2021
    Ferreira Wealth Strategies, Llc
    Canton, CT
  • 07/2021 → Present
    Canton, CT
Previous Registrations
  • 2009-12-15 → 2021-07-21
    Waddell & Reed
    Hartford, CT
    Hamden, CT
    Torrington, CT
    Hamden, CT
    Canton, CT
    Hamden, CT
    York, PA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-14
  • S66 Uniform Combined State Law Examination
    2009-12-14
Other Names
  • Joshua Ferriera
  • Joshua Ferreira

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