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Roxana Maria Butnar

Apella Wealth

West Hartford, CT

Bellevue, WA

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-11
CT RA APPROVED 2021-11-04
WA RA APPROVED 2021-11-04
  • TX RA
    APPROVED_RES
    Since 2025-06-11
  • CT RA
    APPROVED
    Since 2021-11-04
  • WA RA
    APPROVED
    Since 2021-11-04

Branch Locations

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

2821 Northup Way Suite 250, Bellevue, WA 98004 • 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
Apella Capital, Llc Bellevue CT 01/2021 04/2022
Vestory, Llc Bellevue WA 02/2018 12/2020
Icehouse Cryotherapyk Kirkland WA 10/2016 09/2017
Lochmoor Adult Family Home Bellevue WA 06/2013 06/2017
University Of Washington Seattle WA 09/2013 06/2017
Unemployed Bellevue WA 10/2017 01/2018
Apella Capital, Llc Bellevue WA 04/2022 05/2023
Apella Capital, Llc Bellevue WA 05/2023 Present
  • 01/2021 → 04/2022
    Apella Capital, Llc
    Bellevue, CT
  • 02/2018 → 12/2020
    Vestory, Llc
    Bellevue, WA
  • 10/2016 → 09/2017
    Icehouse Cryotherapyk
    Kirkland, WA
  • 06/2013 → 06/2017
    Lochmoor Adult Family Home
    Bellevue, WA
  • 09/2013 → 06/2017
    University Of Washington
    Seattle, WA
  • 10/2017 → 01/2018
    Unemployed
    Bellevue, WA
  • 04/2022 → 05/2023
    Apella Capital, Llc
    Bellevue, WA
  • 05/2023 → Present
    Apella Capital, Llc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-04
  • S65 Uniform Investment Adviser Law Examination
    2021-11-04
Designations
Other Names
  • Roxy Maria Butnar

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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