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Ayden Justin Al-Shimary

Apella Wealth

West Hartford, CT

Bellevue, WA

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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 2025-01-14
WA RA APPROVED 2025-01-14
  • CT RA
    APPROVED
    Since 2025-01-14
  • WA RA
    APPROVED
    Since 2025-01-14

Branch Locations

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

2821 Northup Way Suite 250, Bellevue, WA 98004 • 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
Wally's Chowder House And Broiler Des Moines WA 11/2016 04/2018
Tuxedos And Tennis Shoes Seattle WA 05/2018 07/2019
University Of Washington Seattle WA 09/2019 06/2023
Blue Water Wealth Seattle WA 11/2022 06/2023
Blue Water Wealth Seattle WA 06/2023 12/2024
West Seattle High School Seattle WA 09/2015 06/2019
Apella Wealth West Hartford CT 01/2025 Present
  • 11/2016 → 04/2018
    Wally's Chowder House And Broiler
    Des Moines, WA
  • 05/2018 → 07/2019
    Tuxedos And Tennis Shoes
    Seattle, WA
  • 09/2019 → 06/2023
    University Of Washington
    Seattle, WA
  • 11/2022 → 06/2023
    Blue Water Wealth
    Seattle, WA
  • 06/2023 → 12/2024
    Blue Water Wealth
    Seattle, WA
  • 09/2015 → 06/2019
    West Seattle High School
    Seattle, WA
  • 01/2025 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-24
  • S65 Uniform Investment Adviser Law Examination
    2024-05-24

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
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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
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