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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-18 |
| PA | RA | APPROVED | 2025-03-17 |
Branch Locations
1250 Broadcasting Rd. #102, Wyomissing, PA 19610 • 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 |
|---|---|---|---|---|
| Resource Securities, Inc. | Philadelphia | PA | 09/2015 | 11/2020 |
| Raymond James Financial Services, Inc. | Wyomissing | PA | 11/2020 | 10/2023 |
| The Greenbriar Collective | Reading | PA | 11/2020 | Present |
| Raymond James Financial Services Advisors Inc | Wyomissing | PA | 04/2021 | 10/2023 |
| Marrella Private Wealth, Llc. | Wyomissing | PA | 08/2023 | 03/2025 |
| Apella Wealth | 65 Memorial Road, C340 | CT | 03/2025 | Present |
Name of Business: The Greenbriar Collective Address: 3419 Penn Avenue, Reading, PA, 19608, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/19/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Myself and Eric Glass, who is a friend of mine started The Greenbriar Collective initially as an Instagram Page to post about the different golf courses we have been able to play. We then created an LLC to be able to sell different merchandise (hats etc.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-18 |
| S66 | Uniform Combined State Law Examination | 2013-06-06 |
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