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Tamara Lynn Durbin

Apella Wealth

West Hartford, CT

Costa Mesa, CA

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-31
CT RA APPROVED 2026-03-31
  • CA RA
    APPROVED
    Since 2026-03-31
  • CT RA
    APPROVED
    Since 2026-03-31

Branch Locations

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

949 South Coast Drive Suite 100, Costa Mesa, CA 92626 • 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
Thrivent Investment Management Inc. Huntington Beach CA 07/2002 09/2020
Thrivent Financial For Lutherans Appleton WI 07/2002 09/2020
Securities America, Inc. Huntington Beach CA 10/2020 01/2022
Securities America Advisors Huntington Beach CA 10/2020 01/2022
Kôr Huntingon Beach CA 02/2020 Present
Lpl Financial, Llc San Diego CA 11/2020 12/2022
Cs Tomasi Wealth Management Costa Mesa CA 01/2023 05/2025
Apella Wealth West Hartford CT 03/2026 Present
  • 07/2002 → 09/2020
    Thrivent Investment Management Inc.
    Huntington Beach, CA
  • 07/2002 → 09/2020
    Thrivent Financial For Lutherans
    Appleton, WI
  • 10/2020 → 01/2022
    Securities America, Inc.
    Huntington Beach, CA
  • 10/2020 → 01/2022
    Securities America Advisors
    Huntington Beach, CA
  • 02/2020 → Present
    Kôr
    Huntingon Beach, CA
  • 11/2020 → 12/2022
    Lpl Financial, Llc
    San Diego, CA
  • 01/2023 → 05/2025
    Cs Tomasi Wealth Management
    Costa Mesa, CA
  • 03/2026 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2023-10-13 → 2025-05-30
    Cs Tomasi Wealth Management
    Costa Mesa, CA
  • 2022-01-28 → 2023-01-19
    Lpl Financial Llc
    Huntington Beach, CA
    Huntington Beach, CA
    San Diego, CA
    Huntington Beach, CA
    Costa Mesa, CA
  • 2020-10-08 → 2022-02-03
    Securities America Advisors, Inc.
    Huntington Beach, CA
    Huntington Beach, CA
  • 2015-12-01 → 2020-10-07
    Thrivent Investment Management Inc.
    Huntington Beach, CA
    Huntington Beach, CA
Other Businesses

Kor - Not Investment Related - 5200 Warner Ave. #109 Huntington Beach, CA 92649 - Other - Start Date: 2020 - Teaching Pilates.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-30
S63 Uniform Securities Agent State Law Examination 1999-04-20
  • S66 Uniform Combined State Law Examination
    2015-11-30
  • S63 Uniform Securities Agent State Law Examination
    1999-04-20
Designations
Other Names
  • Tamara Lynn Thompson

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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