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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-07 |
Branch Locations
151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-06-02 |
| CT | RA | APPROVED | 1997-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symmetry Partners, Llc | Glastonbury | CT | 09/1994 | Present |
| Apella Capital, Llc | Glastonbury | CT | 05/2014 | 08/2025 |
| Artura Wealth, Llc | Glastonbury | CT | 09/2024 | Present |
| Artura Wealth, Llc | Glastonbury | CT | 02/2025 | Present |
The name of the other business: Symmetry Partners, LLC Whether the business is investment-related: YES The nature of the other business: RIA Your position, title, or relationship with the other business: CEO/ Manager The start date of your relationship: 09/1994 The approximate number of hours/month you devote to the other business: Majority of working hours The number of hours you devote to the other business during securities trading hours: Majority of working hours Briefly describe your duties relating to the other business: leads the firm's strategic direction, oversees investment portfolios, and supports financial advisors Mr. Connelly is a minority owner of Apella Wealth, LLC, a registered investment adviser. Mr. Connelly does not participate in day-to-day management, investment decision-making, portfolio management, or operations of Apella Wealth. Apella Wealth is not an affiliate of Symmetry Partners or Artura Wealth and the firms do not share clients, personnel, investment strategies, or revenues. No conflicts of interest are believed to arise from this ownership interest. However, should a conflict arise, it will be disclosed to clients and addressed in accordance with our compliance policies and procedures.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-01 |
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