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Julie Rebecca Brohard

Apella Wealth

Reston, VA

West Hartford, CT

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-05-03
CT RA APPROVED 2024-04-22
  • VA RA
    APPROVED
    Since 2024-05-03
  • CT RA
    APPROVED
    Since 2024-04-22

Branch Locations

11107 Sunset Hills Road Suite 220, Reston, VA 20190 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • 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
Freddie Mac Mclean VA 11/1999 07/2021
Clearlogic Financial, Inc. Reston VA 03/2022 05/2024
Full Time Student Vienna VA 08/2021 02/2022
Apella Wealth West Hartford CT 04/2024 Present
  • 11/1999 → 07/2021
    Freddie Mac
    Mclean, VA
  • 03/2022 → 05/2024
    Clearlogic Financial, Inc.
    Reston, VA
  • 08/2021 → 02/2022
    Full Time Student
    Vienna, VA
  • 04/2024 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2022-06-09 → 2024-05-03
    Clearlogic Financial, Inc.
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-25
  • S65 Uniform Investment Adviser Law Examination
    2022-01-25
Designations
Other Names
  • Julie Rebecca Brohard
  • Julie Rebecca Hurd

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

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SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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