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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-28 |
| CT | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED_RES | 2025-07-07 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
8711 Windsor Parkway, Suite 4, Johnston, IA 50131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron Horse Wealth Management, Llc | Johnston | IA | 05/2018 | 11/2025 |
| Kabel Business Services | West Des Moines | IA | 02/2013 | 05/2018 |
| Apella Wealth | 65 Memorial Road, C340 | CT | 06/2025 | Present |
Bookpress Publishing, 5300 Glen Oaks Way, West Des Moines, Iowa 50266, not investment related, book publishing, Limited Partner, 01/2017, less than 5 hrs per month, none during trading hours. Rental Property Airbnb: akin to owning a rental property with minimal oversight; Expected annual income: $35,000
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-18 |
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