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Inactive

Matthew John Dibattista

Apella Wealth

West Hartford, CT

Lenox, MA

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-17
CT RA APPROVED 2024-03-09
  • MA RA
    APPROVED
    Since 2025-01-17
  • CT RA
    APPROVED
    Since 2024-03-09

Branch Locations

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

5 Walker Street, Lenox, MA 01240 • 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
Apella Wealth West Hartford CT 11/2022 Present
Ss&C Technologies Windsor CT 05/2021 11/2022
Western New England University Springfield MA 09/2019 05/2021
Live Nation Entertainment Hartford CT 06/2019 12/2019
Axe Throwing Entertainment Hartford CT 05/2018 12/2019
Grocery Store Rocky Hill CT 07/2016 08/2018
  • 11/2022 → Present
    Apella Wealth
    West Hartford, CT
  • 05/2021 → 11/2022
    Ss&C Technologies
    Windsor, CT
  • 09/2019 → 05/2021
    Western New England University
    Springfield, MA
  • 06/2019 → 12/2019
    Live Nation Entertainment
    Hartford, CT
  • 05/2018 → 12/2019
    Axe Throwing Entertainment
    Hartford, CT
  • 07/2016 → 08/2018
    Grocery Store
    Rocky Hill, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-09
  • S65 Uniform Investment Adviser Law Examination
    2024-03-09
Designations

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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