Paul Leonard Marrella

Current Employers

Employment History

• 01/2001 → 10/2023
  Raymond James Financial Services, Inc.
  Wyomissing, PA
• 03/2003 → Present
  Greenbriar Founders
  Mohnton, PA
• 01/2003 → 01/2020
  Owner Of Local Bank Stock
  Wyomissing, WY
• 01/2001 → Present
  Marrella Insurance Group
  Wyomissing, WY
• 01/2006 → 08/2019
  Non-Variable Insurance
  Wyomissing, PA
• 01/2009 → 10/2023
  Raymond James Financial Services Advisors, Inc
  Wyomissing, PA
• 02/2018 → 10/2023
  Marrella Financial Group
  Wyomissing, PA
• 08/2014 → Present
  N/A
  Wyomissing, PA
• 06/2012 → 08/2019
  N/A
  Wyomissing, PA
• 01/2001 → 10/2023
  Marrella Financial Group, Llc
  Wyomissing, PA
• 10/2023 → 03/2025
  Marrella Private Wealth, Llc
  Wyomissing, PA
• 03/2025 → Present
  Apella Wealth
  65 Memorial Road, C340, CT

Previous Registrations

• 2023-10-02 → 2025-03-28
  Marrella Private Wealth, Llc
  Wyomissing, PA
• 2009-01-02 → 2023-10-03
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Wyomissing, PA
• 2001-04-12 → 2009-01-02
  Raymond James Financial Services, Inc.
  Wyomissing, PA
  Wyomissing, PA

Other Businesses

(1): Ledgerock Golf Club , 1 Greenbriar Drive, Mohnton, PA, 19540, Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No 06/06/2022 HPM: 0-1 HPM during trading hours: 0-1 Duties: Strategic Planning Committee is being formed to:\Review, evaluate and recommend ideas for improving the member experience at LedgeRock. With the elimination of the role of GM, the board realized the need for some strategic leadership to work with our management team. The Committee will have no delegated authority to make decisions on behalf of the Club and has no spending authority. The Committee will solicit ideas and develop those ideas to the point where they can be presented to the board. (2): LedgeRock Golf Club , 1 Greenbriar Drive, Mohnton, PA, 19540, Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes 03/01/2003 HPM: 0-1 HPM during trading hours: 0-1 Duties: Marrella Insurance Group; This is a fixed insurance company for placing clients' Life, Disability and long-term care insurance. Investment related. Marrella Holdings; This is an LLC we opened to hold stock related to the acquisition. Non-investment related, no time spent. The Law Foundation of Berks County: This a charitable foundation through local Bar Association. Paul is a board member; this not investment related. Wilson Scholarship Fund: Board Member I spent about 7-10 hours per year on this board Marrella Capital: Family partnership; Paul has private investments; this is investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-04
• S63 Uniform Securities Agent State Law Examination
  1995-07-28

Designations

Other Names

• Paul Leonard Marrella