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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-17 |
| CT | RA | APPROVED | 2024-10-08 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
4 Atlantic Avenue, Marblehead, MA 01945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apella Wealth | West Hartford | CT | 04/2024 | Present |
| The Wilder Companies | Boston | MA | 09/2021 | 03/2024 |
| College Funding Services | Salem | MA | 09/2020 | 09/2021 |
| The Dolphin Yacht Club | Marblehead | MA | 05/2017 | 09/2021 |
| The Dartmouth Company | Boston | MA | 05/2018 | 08/2018 |
| Miami University | Oxford | OH | 09/2016 | 05/2020 |
| American University Of Rome | Rome | 02/2019 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-08 |
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