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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-08 |
| VA | RA | APPROVED | 2026-01-08 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
560 Broadview Avenue Suite 100, Warrenton, VA 20186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cst Group | Reston | VA | 05/2016 | 08/2017 |
| Pbmares, Llp | Warrenton | VA | 08/2017 | Present |
| Pbmares Wealth Management Llc | Williamsburg | VA | 01/2025 | 12/2025 |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
Tax Partner at PBMares, LLP providing compliance, accounting, and tax advisory services to clients.
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