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Rileigh Daniels

Apella Wealth

Bellevue, WA

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
CT RA APPROVED 2026-07-28
WA RA APPROVED 2026-07-28
  • CT RA
    APPROVED
    Since 2026-07-28
  • WA RA
    APPROVED
    Since 2026-07-28

Branch Locations

2821 Northup Way Suite 250, Bellevue, WA 98004 • 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
Charles Schwab & Co., Inc. Bellevue WA 09/2021 12/2024
Charles Schwab Bank, Ssb Bellevue WA 09/2021 12/2024
Washington State House Of Representatives Olympia WA 01/2021 04/2021
Dhi Mortgage Kirkland WA 06/2019 09/2019
Dhi Mortgage Kirkland WA 07/2020 08/2020
Village Square Cafe Redmond WA 01/2017 08/2017
University Of Washington - Seattle Campus Seattle WA 09/2017 06/2021
Student Sammamish WA 11/2011 08/2017
Magellan Federal Columbus GA 02/2025 05/2026
Apella Wealth Bellevue WA 07/2026 Present
  • 09/2021 → 12/2024
    Charles Schwab & Co., Inc.
    Bellevue, WA
  • 09/2021 → 12/2024
    Charles Schwab Bank, Ssb
    Bellevue, WA
  • 01/2021 → 04/2021
    Washington State House Of Representatives
    Olympia, WA
  • 06/2019 → 09/2019
    Dhi Mortgage
    Kirkland, WA
  • 07/2020 → 08/2020
    Dhi Mortgage
    Kirkland, WA
  • 01/2017 → 08/2017
    Village Square Cafe
    Redmond, WA
  • 09/2017 → 06/2021
    University Of Washington - Seattle Campus
    Seattle, WA
  • 11/2011 → 08/2017
    Student
    Sammamish, WA
  • 02/2025 → 05/2026
    Magellan Federal
    Columbus, GA
  • 07/2026 → Present
    Apella Wealth
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-24
  • S66 Uniform Combined State Law Examination
    2022-02-24
Designations

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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