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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-15 |
| IL | RA | APPROVED | 2025-09-14 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
330 N Wabash Avenue 23Rd Floor, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Piedmont Advisors Llc | Chicago | IL | 11/2014 | 11/2025 |
| Money & Meaning, Llc | Chicago | IL | 05/2018 | Present |
| Apella Wealth | West Hartford | CT | 09/2025 | Present |
Money & Meaning, LLC, Chicago, IL, Member. Start date: May 2018. Nature of this business: Provides customized education, coaching and facilitation to help high net worth families navigate complex life and family-owned business transitions. Less than 50% of time is devoted to this business. My duties to this business include helping to lead its overall strategic direction and providing education and guidance to its clients. Start date October 1, 2025, LK Advisors Family education and coaching business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-16 |
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