Derek Bradley Ferriera

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Campbell, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Kihei, HI

Previous Registrations

• 1997-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Campbell, CA
  Campbell, CA
  Riverside, CA
  Addison, TX
  Addison, TX
  Honolulu, HI
  Honolulu, HI
  Kihei, HI
  Campbell, CA

Other Businesses

1) C SOLUTIONS 2105 S. BASCOM AVENUE, SUITE 300 CAMPBELL, CA 95008 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INCOME INSURANCE, FIXED/INDEXED ANNUITIES, PROPERTY AND CASUALTY INSURANCE, PREMIUM FINANCING, FIXED LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/1994 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 10. 2) WELCOME FUNDS INC. 2105 S. BASCOM AVENUE, SUITE 300 CAMPBELL, CA 95008 CATEGORY: LIFE SETTLEMENTS INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: ASSIST CLIENTS WITH LIFE SETTLEMENTS. START DATE: 01/2009 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 3) DEREK FERRIERA 615 SERPENTINE COURT MORGAN HILL, CA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MANAGE PROPERTY AND COLLECT RENT START DATE: 01/2015 HOURS PER MONTH: 1. HOURS PER MONTH DURING TRADING HOURS: 0. 4) DEREK FERRIERA 2105 S. BASCOM AVENUE, SUITE 300 CAMPBELL, CA CATEGORY: MEDIA INVESTMENT RELATED: NO TITLE: CO-AUTHOR DUTIES: CO-AUTHORED BOOK "MASTER YOUR FINANCIAL SUCCESS" START DATE: 10/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5)PROSPERA SUCCESSION PARTNERS LLC POSITION: partner NATURE: Operating an LLC solely for practice management purposes.(Marketing,staff,technology,other shared expenses) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2026 ADDRESS: 17400 Laguna Canyon Rd., suite 125, Irvine CA 92618, United States DESCRIPTION: We will be using the LLC for operation overhead, marketing, staff & technology expenses. As a partner, I will be voting on decisions and may deal with day to day operations of bookeeping and decision making. 6) DEREK B. FERRIERA,CLU,CFP,CHFC,REBC POSITION: Agent NATURE: Sales of critical illness insurance via Mutual of Omaha through Crump, & American General,Colorado Bankers, & Assurity life via Tom Lawton's GA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/15/2009 ADDRESS: 17062 Tassajara Circle, Morgan Hill CA 95037, United States DESCRIPTION: Market critical illness insurance on a direct basis, & as a post delivery implementation of a financial plan. 7) C SOLUTIONS LLC POSITION: Manager NATURE: LLC is established as a placeholder for flowing outside fixed insurance commissions & any matching expenses to better track for tax organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2022 ADDRESS: 17062 Tassajara Circle, Morgan Hill CA 95037, United States DESCRIPTION: internal bookeeping for financial management of appropriate revenues and expenses 8) SAGEMARK CONSULTING AND C SOLUTIONS POSITION: Agent NATURE: Insurance Brokerage through various approved carriers INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1994 ADDRESS: 2105 S. Bascom Ave., Suite #300, Campbell CA 95008, United States DESCRIPTION: Insurance & Annuity brokerage- Various companies through Crump, & other approved Osaic Associate GA's 9) DEREK B FERRIERA POSITION: Agent NATURE: 3rd party premium financing through approved vendors. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/06/2018 ADDRESS: 2105 S Bascom Ave, Suite 300, Campbell CA 95008, United States DESCRIPTION: facilitate communication between financing vendors and end client as needed to aid the process.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-22
• S63 Uniform Securities Agent State Law Examination
  1994-12-28

Designations