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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-18 |
| CT | RA | APPROVED | 2025-03-17 |
Branch Locations
1250 Broadcasting Rd. #102, Wyomissing, PA 19610 • United States
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wyomissing | PA | 08/2002 | 10/2023 |
| Raymond James Financial Services Advisors, Inc | Wyomissing | PA | 01/2009 | 10/2023 |
| Marrella Financial Group | Wyomissing | PA | 08/2002 | 10/2023 |
| Marrella Financial Group | Wyomissing | PA | 10/2017 | 10/2023 |
| Marrella Private Wealth, Llc | Wyomissing | PA | 08/2023 | 03/2025 |
| Marrella Insurance Group | Wyomissing | PA | 10/2023 | Present |
| Apella Wealth | 65 Memorial Road, C340 | CT | 03/2025 | Present |
1)Name of Business: Marrella Financial Group Address: 1250 Broadcasting Rd Ste 102, Wyomissing, PA, 19610, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: Yes Start Date: 10/18/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I wrote a book and it is going to be sold on Amazon Reading Berks Basketball Association; Chairman of the Kleppinger award committee. We award a scholarship to outstanding senior male basketball player: Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-30 |
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