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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
| VA | RA | APPROVED | 2026-01-07 |
Branch Locations
4801 Courthouse Street Suite 128, Williamsburg, VA 23188 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kls Professional Advisors Group, Llc | Los Angeles | CA | 04/2011 | 12/2017 |
| Pbmares Wealth Management Llc | Newport News | VA | 01/2018 | 08/2018 |
| Cornerstone Wealth | Williamsburg | VA | 08/2018 | 04/2020 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 04/2020 |
| Pbmares Wealth Management Llc | Williamsburg | VA | 04/2020 | 12/2025 |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-19 |
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