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

Oct 1, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst

First registration

Mar 15, 2004

Dual registered

no

Other names

BILL SUPLEE

IAPD individual key

4744206

• Occurred

  Nov 16, 2022
  Advisor changed firm

  William Zerns Suplee left Structured Asset Management, Inc. for Apella Wealth (registered 2022-10-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6cb0a13d-cafe-e4fb-6f66-a3ff1390c40b

First observed

Mar 15, 2004

Last observed

Sep 15, 2026 4 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.