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Belinda Louise Ramberg

Apella Wealth

West Hartford, CT

Reston, VA

CRD 3171421

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Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

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

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

11107 Sunset Hills Road Suite 220, Reston, VA 20190 • 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
Clearlogic Financial Reston VA 04/2016 05/2024
Apella Wealth West Hartford CT 04/2024 Present
  • 04/2016 → 05/2024
    Clearlogic Financial
    Reston, VA
  • 04/2024 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2023-06-21 → 2024-05-03
    Clearlogic Financial, Inc.
    Reston, VA
  • 1999-07-19 → 2002-10-08
    Alexandria Financial Associates, Ltd.
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-03
  • S65 Uniform Investment Adviser Law Examination
    2023-06-03
Other Names
  • Belinda Louise Rollins

View on SEC IAPD

Nearby Firms

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

David Walter McCary
EDWARD ALLEN STEIGER
JENNIFER E LANGE

Nearby Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT

More in West Hartford, CT

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