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Inactive

Shawn Patrick O'SUllivan

Apella Wealth

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
TX RA APPROVED_RES 2025-05-15
CT RA APPROVED 2021-06-14
  • TX RA
    APPROVED_RES
    Since 2025-05-15
  • CT RA
    APPROVED
    Since 2021-06-14

Branch Locations

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
Symmetry Partners, Llc Glastonbury CT 05/2017 12/2018
Symmetry Partners, Llc Glastonbury CT 10/2016 05/2017
Dunkin Donuts Hamden CT 09/2011 09/2016
Warning Lights, Inc. Hamden CT 11/2012 06/2017
Apella Capital, Llc Glastonbury CT 05/2017 10/2020
Apella Capital, Llc West Hartford CT 04/2026 Present
Apella Capital, Llc West Hartford CT 10/2020 04/2026
  • 05/2017 → 12/2018
    Symmetry Partners, Llc
    Glastonbury, CT
  • 10/2016 → 05/2017
    Symmetry Partners, Llc
    Glastonbury, CT
  • 09/2011 → 09/2016
    Dunkin Donuts
    Hamden, CT
  • 11/2012 → 06/2017
    Warning Lights, Inc.
    Hamden, CT
  • 05/2017 → 10/2020
    Apella Capital, Llc
    Glastonbury, CT
  • 04/2026 → Present
    Apella Capital, Llc
    West Hartford, CT
  • 10/2020 → 04/2026
    Apella Capital, Llc
    West Hartford, CT
Other Businesses

Mr. O'Sullivan is actively involved as the owner and manager of a real estate rental business and receives compensation from that activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-12
  • S65 Uniform Investment Adviser Law Examination
    2021-06-12
Designations
Other Names
  • Shawn Patrick O'SUllivan

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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