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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-06
VA RA APPROVED 2026-08-06
  • CT RA
    APPROVED
    Since 2026-08-06
  • VA RA
    APPROVED
    Since 2026-08-06

Branch Locations

725 Jackson Street Suite 210, Fredericksburg , VA 22401 • 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
Apella Wealth West Hartford CT 08/2026 Present
Army National Guard Blackstone VA 10/2020 Present
Chick-Fil-A Manassas VA 06/2018 06/2025
Highschool Student Nokesville VA 08/2016 05/2020
  • 08/2026 → Present
    West Hartford, CT
  • 10/2020 → Present
    Army National Guard
    Blackstone, VA
  • 06/2018 → 06/2025
    Chick-Fil-A
    Manassas, VA
  • 08/2016 → 05/2020
    Highschool Student
    Nokesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-21
  • S65 Uniform Investment Adviser Law Examination
    2026-04-21

View on SEC IAPD

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