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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
| CT | RA | APPROVED | 2026-04-09 |
Branch Locations
1100 Larkspur Landing Circle #355, Larkspur, CA 94939 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Connections Group, Inc. | Larkspur | CA | 01/2020 | 04/2026 |
| Branson School | Ross | CA | 02/2017 | 12/2019 |
| Kiddo! Mill Valley Schools Community Foundation | Mill Valley | CA | 06/2014 | 01/2017 |
| Apella Wealth | West Hartford | CT | 04/2026 | Present |
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