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Samuel Mark Atherton

Apella Wealth

Reston, VA

West Hartford, CT

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-04
TX RA APPROVED 2025-06-26
VA RA APPROVED 2024-05-03
CT RA APPROVED 2024-04-18
  • NC RA
    APPROVED
    Since 2026-06-04
  • TX RA
    APPROVED
    Since 2025-06-26
  • VA RA
    APPROVED
    Since 2024-05-03
  • CT RA
    APPROVED
    Since 2024-04-18

Branch Locations

11107 Sunset Hills Road Suite 220, Reston, VA 20190 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • 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
Clearlogic Financial, Inc. F/K/A Ticknor Atherton & Associates Reston VA 10/2004 05/2024
Apella Wealth West Hartford CT 04/2024 Present
  • 10/2004 → 05/2024
    Clearlogic Financial, Inc. F/K/A Ticknor Atherton & Associates
    Reston, VA
  • 04/2024 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2006-08-28 → 2024-05-03
    Clearlogic Financial, Inc.
    Reston, VA
  • 2003-09-05 → 2004-11-30
    Ticknor Financial, Inc.
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-12
  • S65 Uniform Investment Adviser Law Examination
    2003-08-12
Designations

View on SEC IAPD

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WEALTHSPIRE ADVISORS

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SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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