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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
| VA | RA | APPROVED | 2026-01-07 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
4801 Courthouse Street, Suite 128, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pbmares Wealth Management Llc | Williamsburg | VA | 01/2017 | 12/2025 |
| Pbmares, Llp | Williamsburg | VA | 07/2003 | 12/2022 |
| Pbmares Wealth Management, Llc | Williamsburg | VA | 12/2005 | 01/2017 |
| Pbmares, Llp | Williamsburg | VA | 07/2003 | 12/2025 |
| Pbmares Wealth Management Llc | Williamsburg | VA | 01/2023 | 12/2025 |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
CHESAPEAKE BANK 97 NORTH MAIN STREET KILMARNOCK, VA 22482 BANK DIRECTOR 2004 TO PRESENT NON-INVESTMENT RELATED DEVOTES THREE HOURS PER MONTH DURING SECURITIES TRADING HOURS PBMARES LLP 701 TOWN CENTER DRIVE, SUITE 900 NEWPORT NEWS, VA 23606 OWNER (07/2003 TO 12/2022) CPA (07/2003 TO PRESENT) NON-INVESTMENT RELATED DEVOTES 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS WILLIAMSBURG COMMUNITY FOUNDATION 1323 JAMESTOWN ROAD #103 WILLIAMSBURG, VA 23185 TRUSTEE (VOLUNTEER) MARCH 2022 TO PRESENT NON-INVESTMENT RELATED DEVOTES 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS DUTIES INVOLVE ATTENDING QUARTERLY BOARD MEETINGS
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