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Robert Lewis Klingensmith

Apella Wealth

West Hartford, CT

Santa Monica, CA

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-25
CT RA APPROVED 2026-02-24
VA RA APPROVED 2026-02-23
  • CA RA
    APPROVED
    Since 2026-02-25
  • CT RA
    APPROVED
    Since 2026-02-24
  • VA RA
    APPROVED
    Since 2026-02-23

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Santa Monica, CA • 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
Pbmares Wealth Management Williamsburg VA 02/2016 01/2017
Pbmares Wealth Management, Llc Williamsburg VA 01/2017 Present
Pbmares, Llp Fairfax VA 04/2020 Present
  • 02/2016 → 01/2017
    Pbmares Wealth Management
    Williamsburg, VA
  • 01/2017 → Present
    Williamsburg, VA
  • 04/2020 → Present
    Pbmares, Llp
    Fairfax, VA
Previous Registrations
Other Businesses

PBMARES, LLP, NOT INVESTMENT RELATED, 12150 MONUMENT DRIVE, #350, FAIRFAX, VA 22030, PARTNER, CONSULTING SERVICE LINE LEADER, 4/1/2020, 80 HOURS DEVOTED MONTHLY, 2 DURING SECURITY TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-04
  • S66 Uniform Combined State Law Examination
    2000-08-04
Other Names
  • Rob Klingensmith

View on SEC IAPD

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