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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-07 |
| VA | RA | APPROVED | 2026-01-07 |
Branch Locations
12150 Monument Drive, Suite 350, Fairfax, VA 22033 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student At The University Of Georgia | Athens | GA | 01/2015 | 12/2017 |
| Unemployed. Studying For And Took Lsat. | Suwanee | GA | 12/2017 | 08/2018 |
| Robertson, Anshutz, Schneid, Crane & Partners, Pll | Duluth | GA | 08/2018 | 09/2022 |
| Unemployed | Eatonton | GA | 09/2022 | 02/2023 |
| Pbmares Wealth Management Llc | Fairfax | VA | 02/2023 | 12/2025 |
| Pbmares Wealth Management Llc | Fairfax | VA | 08/2024 | 12/2025 |
| Apella Wealth | West Hartford | CT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
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