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Michael Loren Marvin

Apella Wealth

West Hartford, CT

Annapolis, MD

Tam Financial Advisors, LLC

Annapolis, MD

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-14
CT RA APPROVED 2026-03-12
MD RA APP_PEND_IARCE 2026-03-12
TX RA APPROVED 2026-03-12
  • VA RA
    APPROVED
    Since 2026-04-14
  • CT RA
    APPROVED
    Since 2026-03-12
  • MD RA
    APP_PEND_IARCE
    Since 2026-03-12
  • TX RA
    APPROVED
    Since 2026-03-12

Branch Locations

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

Annapolis, MD • United States

Tam Financial Advisors, Llc

Annapolis, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1441 Pleasant Lake Road, Annapolis, MD 21401 • 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
Tam Financial Advisors Annapolis MD 01/2005 Present
Apella Wealth West Hartford CT 02/2026 Present
  • 01/2005 → Present
    Tam Financial Advisors
    Annapolis, MD
  • 02/2026 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-22
  • S65 Uniform Investment Adviser Law Examination
    2002-10-22
Designations

View on SEC IAPD

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