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Kurtis Lee Johnson

Apella Wealth

Harrisonburg, VA

West Hartford, CT

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-08
VA RA APPROVED 2026-01-08
  • CT RA
    APPROVED
    Since 2026-01-08
  • VA RA
    APPROVED
    Since 2026-01-08

Branch Locations

558 South Main Street, Harrisonburg, VA 22801 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Charlottesville VA 11/2012 01/2018
Tiaa Charlottesville VA 11/2012 01/2018
Pbmares Wealth Management Llc Harrisonburg VA 01/2018 12/2025
Apella Wealth West Hartford CT 12/2025 Present
  • 11/2012 → 01/2018
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlottesville, VA
  • 11/2012 → 01/2018
    Tiaa
    Charlottesville, VA
  • 01/2018 → 12/2025
    Pbmares Wealth Management Llc
    Harrisonburg, VA
  • 12/2025 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
Other Businesses

All Saints Anglican Church: vestry and serve as the Treasurer; Vestry / Treasurer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-19
S63 Uniform Securities Agent State Law Examination 2005-09-19
  • S66 Uniform Combined State Law Examination
    2009-06-19
  • S63 Uniform Securities Agent State Law Examination
    2005-09-19
Designations
Other Names
  • Kurt Lee Johnson
  • Kurtis L Johnson

View on SEC IAPD

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