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Inactive

Shawn Steel

Apella Wealth

West Hartford, CT

Reston, VA

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-06-04
TX RA APPROVED 2026-06-04
VA RA APPROVED 2024-05-03
CT RA APPROVED 2024-04-22
  • MD RA
    APPROVED
    Since 2026-06-04
  • TX RA
    APPROVED
    Since 2026-06-04
  • VA RA
    APPROVED
    Since 2024-05-03
  • CT RA
    APPROVED
    Since 2024-04-22

Branch Locations

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

11107 Sunset Hills Road Suite 220, Reston, VA 20190 • 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
Clearlogic Financial, Inc F/K/A Ticknor Atherton & Associates Reston VA 02/2013 05/2024
Apella Wealth West Hartford CT 04/2024 Present
  • 02/2013 → 05/2024
    Clearlogic Financial, Inc F/K/A Ticknor Atherton & Associates
    Reston, VA
  • 04/2024 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2013-04-01 → 2024-05-03
    Clearlogic Financial, Inc.
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-30
  • S65 Uniform Investment Adviser Law Examination
    2013-03-30
Designations

View on SEC IAPD

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