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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-08 |
| CT | RA | APPROVED | 2022-09-01 |
| WA | RA | APPROVED | 2022-09-01 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
2821 Northup Way Suite 250, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 08/2016 | 08/2022 |
| Apella Capital, Llc | Bellevue | WA | 08/2022 | Present |
Lifetime Advocacy Plus: I am on the board of directors of the 501(3) Non-Profit Organization; Involvement: President of the Board of Directors, Member of the Finance Committee, and Investment Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-23 |
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