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

SYMMETRY PARTNERS

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

Oct 1, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

28derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

2

Exams

S63

First exam

Oct 1, 1992

First registration

May 16, 2014

Dual registered

no

Other names

DAVID EDWARD CONNELLY

IAPD individual key

2269331

• Occurred

  Aug 28, 2025
  Advisor changed firm

  David Edward Connelly left Apella Wealth for Artura Wealth, Llc (registered 2025-08-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:246ddddb-2084-1232-77e7-ab139e3fef7a

First observed

May 16, 2014

Last observed

Sep 14, 2026 7 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.