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Inactive

Nathan Levinson

Apella Wealth

Santa Clara, CA

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
CA RA APPROVED 2025-09-11
CT RA APPROVED 2025-09-11
  • CA RA
    APPROVED
    Since 2025-09-11
  • CT RA
    APPROVED
    Since 2025-09-11

Branch Locations

Santa Clara, CA • 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
Park Piedmont Advisors Llc Chicago IL 09/2022 11/2025
Quantum Insurance Services Bryn Mawr CA 09/2020 07/2022
Park Piedmont Advisors Minneapolis MN 05/2020 09/2020
Metropolitan Council Of The Twin Cities Saint Paul MN 05/2019 12/2019
Americorps Vista Saint Paul MN 06/2018 08/2018
San Rafael Pacifics San Rafael CA 05/2017 08/2017
Macalester College Saint Paul MN 08/2016 05/2020
Piedmont High School Piedmont CA 08/2012 06/2016
Apella Wealth West Hartford CT 09/2025 Present
  • 09/2022 → 11/2025
    Park Piedmont Advisors Llc
    Chicago, IL
  • 09/2020 → 07/2022
    Quantum Insurance Services
    Bryn Mawr, CA
  • 05/2020 → 09/2020
    Park Piedmont Advisors
    Minneapolis, MN
  • 05/2019 → 12/2019
    Metropolitan Council Of The Twin Cities
    Saint Paul, MN
  • 06/2018 → 08/2018
    Americorps Vista
    Saint Paul, MN
  • 05/2017 → 08/2017
    San Rafael Pacifics
    San Rafael, CA
  • 08/2016 → 05/2020
    Macalester College
    Saint Paul, MN
  • 08/2012 → 06/2016
    Piedmont High School
    Piedmont, CA
  • 09/2025 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2023-09-08 → 2025-12-01
    Park Piedmont Advisors Llc
    Santa Clara, CA
    Bryn Mawr, CA
    Chicago, IL
    Cincinnati, OH
Designations

View on SEC IAPD

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