This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

APELLA WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Mar 10, 2020

First registration

Mar 12, 2020

Dual registered

no

Other names

JEAN SOOK TAK|JEAN YAMAMOTO

IAPD individual key

4852355

• Occurred

  Mar 3, 2025
  Advisor changed firm

  Jean Tak Yamamoto left Young Wealth Management for Apella Wealth (registered 2025-01-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:20111395-e1b6-01bc-2ae1-e0d6c3767a30

First observed

Mar 12, 2020

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.