Michael Simion Klena

Current Employers

Quantstrat Advisors Llc

New York, NY • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-01-19

PA RA
APPROVED

Since 2016-01-19

Branch Locations

Rochester, NY • United States

New York, NY • 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

Organization	City	State	From	To
Wealth Apple, Llc	Philadelphia	PA	03/2015	Present
Lykke, Inc	Philadelphia	PA	10/2016	02/2018
Architect Partners	Tuscon	AZ	11/2021	Present

03/2015 → Present

Wealth Apple, Llc

Philadelphia, PA
10/2016 → 02/2018

Lykke, Inc

Philadelphia, PA
11/2021 → Present

Architect Partners

Tuscon, AZ

Other Businesses

1)4/2015; Wealth Apple LLC; Philadelphia, PA; Sole Proprietor; 1 hour/week; Registered Investment Adviser, Investment Related. 2)8/2013; Monjoy Holdings LLC; Philadelphia, PA; Sole Proprietor; 1 hour/year; Run company; Investment Related 3) 11/2021; Architect Partners; Tuscon, AZ; Partner; 60 hours/week; M&A, Capital Raising and Advisory (offered through Weild); Investment related 4) 9/2025; quantStrat (AKA Windy Financial); Dover, DE; Unpaid Advisor; 5 hours/week; Helping them thing through a market acceptance of an offering. Includes background on the crypto space, competitor views, and additional strategies for go to market. Does NOT include any formation or capital raising; Not investment related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2019-03-01
S65	Uniform Investment Adviser Law Examination	2015-04-08

S63 Uniform Securities Agent State Law Examination

2019-03-01
S65 Uniform Investment Adviser Law Examination

2015-04-08