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Aaron Christopher Leland

Apella Wealth

West Hartford, CT

Bellevue, WA

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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 2022-01-10
WA RA APPROVED 2022-01-07
  • CT RA
    APPROVED
    Since 2022-01-10
  • WA RA
    APPROVED
    Since 2022-01-07

Branch Locations

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

2821 Northup Way Suite 250, Bellevue, WA 98004 • 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
New York Life Insurance Seattle WA 04/2013 12/2021
Nylife Securities, Llc Seattle WA 06/2013 12/2021
Eagle Strategies Llc Seattle WA 06/2013 12/2021
Bond Financial Pllc Seattle WA 04/2016 12/2021
Apella Capital, Llc Bellevue WA 01/2022 Present
  • 04/2013 → 12/2021
    New York Life Insurance
    Seattle, WA
  • 06/2013 → 12/2021
    Nylife Securities, Llc
    Seattle, WA
  • 06/2013 → 12/2021
    Eagle Strategies Llc
    Seattle, WA
  • 04/2016 → 12/2021
    Bond Financial Pllc
    Seattle, WA
  • 01/2022 → Present
    Apella Capital, Llc
    Bellevue, WA
Previous Registrations
Other Businesses

Cascade Crossing: Personally owned short term rental; it is listed and managed by a vacation rental company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-24
  • S66 Uniform Combined State Law Examination
    2006-02-24
Other Names
  • Aaron C Leland
  • Aaron Christopher Leland

View on SEC IAPD

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THE PATRIOT FINANCIAL GROUP, LLC
NEWEDGE ADVISORS

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EDWARD ALLEN STEIGER
JENNIFER E LANGE
RICHARD JOSEPH CARDINAL
PAUL FRANCIS VAIDA
Andrew John Lawson
Alexis Jankauskas
ROBERT MARK BORKOWSKI

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

More in West Hartford, CT

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