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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2025-03-28 |
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 |
|---|---|---|---|---|
| Jwb Enterprises | Elverson | PA | 05/2018 | 08/2018 |
| Raymond James Financial Services | Wyomissing | PA | 07/2019 | 02/2020 |
| Wilson Senior High School | West Lawn | PA | 06/2014 | 06/2018 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2018 | 12/2018 |
| Muhlenberg College | Allentown | PA | 01/2019 | 05/2019 |
| Raymond James Financial Services, Inc. | Wyomissing | PA | 06/2020 | 08/2020 |
| Muhlenberg College | Allentown | PA | 02/2020 | 06/2020 |
| Muhlenberg College | Allentown | PA | 08/2020 | 05/2021 |
| Raymond James Financial Services | Wyomissing | PA | 06/2021 | 08/2021 |
| Muhlenberg College | Allentown | PA | 08/2021 | 06/2022 |
| The Vanguard Group | Malvern | PA | 07/2022 | 07/2023 |
| Mycio Wealth Partners, Llc | Philadelphia | PA | 07/2023 | 01/2025 |
| Marrella Private Wealth Llc | Wyomissing | PA | 02/2025 | 03/2025 |
| Apella Wealth | 65 Memorial Road, C340 | CT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-26 |
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