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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-19 |
| PA | RA | APPROVED | 2025-03-18 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
1250 Broadcasting Rd. #102, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Wyomissing | PA | 11/2001 | 10/2023 |
| Raymond James Financial Services Advisors Inc. | Wyomissing | PA | 02/2019 | 10/2023 |
| Marrella Private Wealth, Llc | Wyomissing | PA | 10/2023 | 03/2025 |
| Marrella Insurance Group | Wyomissing | PA | 10/2023 | Present |
| Apella Wealth | 65 Memorial Road, C340 | CT | 03/2025 | Present |
Marrella Insurance Group 1250 Broadcasting Road, #102 Wyomissing, PA 19610 Insurance Company Not investment related Start Date: October 2023 Officer & Insurance Agent Devotes 6-8 hours per month. Duties include processing paperwork associated with all of the annuities under Marrella Insurance Group LLC and receiving and verifying commission payments for them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-08 |
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