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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-08 |
| VA | RA | APPROVED | 2026-01-08 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
4801 Courthouse Street Suite 128, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pbmares Wealth Management Llc | Williamsburg | VA | 06/2014 | 12/2025 |
| Lionsbridge | Waltham | MA | 01/2020 | 03/2020 |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
The IAR serves as a compensated subject matter expert in divorce-related cases, providing consulting and educational support. This activity is outside the scope of the IAR’s association with the firm, is not offered through the firm, and does not involve client assets or securities transactions. The IAR has represented that the activity does not create any actual or reasonably foreseeable conflict with his responsibilities at the firm, and the time devoted to the activity is limited.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-01 |
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