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Douglas Steven Huddleston

Apella Wealth

Topsfield, MA

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
MA RA APPROVED 2025-01-27
CT RA APPROVED 2025-01-17
FL RA APPROVED 2025-01-16
  • MA RA
    APPROVED
    Since 2025-01-27
  • CT RA
    APPROVED
    Since 2025-01-17
  • FL RA
    APPROVED
    Since 2025-01-16

Branch Locations

10 South Main Street Suite 104, Topsfield, MA 01983 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barker Financial Group, Inc. Burlington MA 10/2009 03/2025
Apella Capital, Llc West Hartford CT 12/2024 Present
  • 10/2009 → 03/2025
    Barker Financial Group, Inc.
    Burlington, MA
  • 12/2024 → Present
    Apella Capital, Llc
    West Hartford, CT
Previous Registrations
  • 2009-11-02 → 2025-03-27
    Barker Financial Group, Inc.
    Topsfield, MA
    Lithia, FL
    Bradenton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-30
  • S65 Uniform Investment Adviser Law Examination
    2009-10-30
Designations

View on SEC IAPD

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