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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-09 |
| VA | RA | APPROVED | 2026-01-09 |
Branch Locations
725 Jackson Street Suite 210, Fredericksburg, VA 22401 • 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 |
|---|---|---|---|---|
| Pbmares Wealth Management, Llc | Fredericksburg | VA | 07/2014 | 12/2025 |
| Pbmares Llp | Williamsburg | VA | 01/2024 | Present |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-13 |
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