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Andrew David Chaffee

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
Cambridge Investment Research Inc. Fairfield IA 05/2022 10/2022
Cambridge Investment Research Inc. Fairfield IA 08/2022 10/2022
Unemployed Leesburg VA 05/2021 05/2022
Leidos Reston VA 03/2020 05/2021
Leonardo Drs Sterling VA 04/2018 01/2020
Roboteam, Inc. Gaithersburg MD 07/2016 04/2018
Clearlogic Financial, Inc. Reston VA 11/2022 05/2024
Bishoff Financial Group Leesburg VA 05/2022 10/2022
Apella Wealth West Hartford CT 04/2024 Present
  • 05/2022 → 10/2022
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 08/2022 → 10/2022
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 05/2021 → 05/2022
    Unemployed
    Leesburg, VA
  • 03/2020 → 05/2021
    Leidos
    Reston, VA
  • 04/2018 → 01/2020
    Leonardo Drs
    Sterling, VA
  • 07/2016 → 04/2018
    Roboteam, Inc.
    Gaithersburg, MD
  • 11/2022 → 05/2024
    Clearlogic Financial, Inc.
    Reston, VA
  • 05/2022 → 10/2022
    Bishoff Financial Group
    Leesburg, VA
  • 04/2024 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2023-02-01 → 2024-05-03
    Clearlogic Financial, Inc.
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-20
  • S65 Uniform Investment Adviser Law Examination
    2023-01-20
Designations

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

Other Investors

BRIAN MICHAEL KELLEY
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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