Brian Pon

Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Apella Wealth

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-13
CT	RA	APPROVED	2026-04-13

CA RA
APPROVED

Since 2026-04-13
CT RA
APPROVED

Since 2026-04-13

Branch Locations

1100 Larkspur Landing Circle Suite 355, Larkspur, CA 94939 • 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

Organization	City	State	From	To
Financial Connections Group, Inc.	Larkspur	CA	05/2000	04/2026
Apella Wealth	West Harford	CT	04/2026	Present

05/2000 → 04/2026

Financial Connections Group, Inc.

Larkspur, CA
04/2026 → Present

Apella Wealth

West Harford, CT

Previous Registrations

2008-01-02 → 2026-05-05

Financial Connections Group, Inc.

Larkspur, CA

Berkeley, CA

Corte Madera, CA

Other Businesses

Brian Pon is engaged in the following outside business activities: Brian Pon is an Adjunct Professor at Golden Gate University involving tax planning matters. This activity involves one 15-week class per year. Brian Pon receives compensation for his work as an Adjunct Professor at Golden Gate University.