Best Investors Account Sign in
Inactive

Joshua Ferber Levine

Firefly Wealth Management

Cleveland, OH

Claim This Profile
Current Employers
Firefly Wealth Management

1468 West 9Th Street Suite 100, Cleveland, OH 44113 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-28
  • OH RA
    APPROVED
    Since 2024-06-28

Branch Locations

1468 West 9Th Street Suite 100, Cleveland, OH 44113 • 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
Fedex Trade Networks San Francisco CA 10/2001 10/2016
Ameriprise Financial Services, Inc. San Francisco CA 03/2017 04/2017
Conquis Financial Llc Millbrae CA 07/2017 03/2024
Firefly Wealth Management Cleveland OH 04/2024 Present
N/A San Francisco CA 11/2016 02/2017
  • 10/2001 → 10/2016
    Fedex Trade Networks
    San Francisco, CA
  • 03/2017 → 04/2017
    Ameriprise Financial Services, Inc.
    San Francisco, CA
  • 07/2017 → 03/2024
    Conquis Financial Llc
    Millbrae, CA
  • 04/2024 → Present
    Firefly Wealth Management
    Cleveland, OH
  • 11/2016 → 02/2017
    N/A
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-17
  • S66 Uniform Combined State Law Examination
    2017-01-17
Designations
Other Names
  • Joshua Levine

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor