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Inactive

Daniel H Yoo

Apella Wealth

West Hartford, CT

Fairfax, VA

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-28
CT RA APPROVED 2026-01-07
VA RA APPROVED 2026-01-07
  • CA RA
    APPROVED
    Since 2026-08-28
  • CT RA
    APPROVED
    Since 2026-01-07
  • VA RA
    APPROVED
    Since 2026-01-07

Branch Locations

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

12150 Monument Drive, Suite 350, Fairfax, VA 22033 • 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
Ubs Financial Services Inc. Vienna VA 05/2009 03/2019
Pbmares Wealth Management, Llc Fairfax VA 03/2019 07/2020
Pbmares Wealth Management, Llc Fairfax VA 07/2020 12/2025
Apella Wealth West Hartford CT 12/2025 Present
Previous Registrations
Other Businesses

MR. YOO, IN HIS INDIVIDUAL CAPACITY, IS AN AGENT FOR VARIOUS INSURANCE COMPANIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-29
  • S66 Uniform Combined State Law Examination
    2013-06-29
Designations
Other Names
  • Daniel Yoo

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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