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Tyler Mitchell Ondatje

Apella Wealth

West Hartford, CT

Irvine, CA

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-03
CT RA APPROVED 2023-03-03
  • CA RA
    APPROVED
    Since 2023-03-03
  • CT RA
    APPROVED
    Since 2023-03-03

Branch Locations

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

9110 Irvine Center Drive, Irvine, CA 92618-4683 • 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
Jp Morgan Securities Llc Carlsbad CA 04/2016 12/2016
Seaside Wealth Management, Inc. Carlsbad CA 12/2016 08/2017
Anchor Capital Management Group Inc. Aliso Viejo CA 09/2017 05/2019
Clarity Wealth Management, Inc Irvine CA 05/2019 04/2023
Apella Wealth Irvine CA 02/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-12
S63 Uniform Securities Agent State Law Examination 2014-11-19
  • S66 Uniform Combined State Law Examination
    2016-04-12
  • S63 Uniform Securities Agent State Law Examination
    2014-11-19
Designations

View on SEC IAPD

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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

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