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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-08 |
| VA | RA | APPROVED | 2026-01-08 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
725 Jackson Street Suite 210, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pbmares, Llp | Fredericksburg | VA | 01/2013 | Present |
| Pbmares Wealth Management, Llc | Fredericksburg | VA | 01/2013 | 12/2025 |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
ACCOUNTANT/PARTNER WITH PBMARES, LLP, 725 JACKSON ST., SUITE 210, FREDERICKSBURG, VA 22401. CPA FIRM, NON-INVESTMENT RELATED. START DATE 01/2013, APPROXIMATELY 166 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS. DUTIES INCLUDE TAX AND OTHER ACCOUNTING SERVICES TO CLIENTS. Hummbend, LLC d/b/a Wild Birds Unlimited of Fredericksburg, Not investment related, 1937 Carl D. Silver Parkway, Fredericksburg, VA 22401, Retail - Wild Birding Supplies, Member, 6/18/2021, 2 hours per week No hours during trading hours, Accounting and QuickBooks review
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