DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at APELLA WEALTH
Austin, TX | WEST HARTFORD, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| APELLA WEALTH | Independent wealth | Dec 23, 2025 | n/a | yes | Austin, TX|WEST HARTFORD, CT | Current employment |
| RABBANIAN FINANCIAL PLANNING, INC. | State registered | Feb 26, 2003 | Apr 2, 2026 | no | BOISE, ID|ROUND ROCK, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX | Previous registration |
| RABBANIAN FINANCIAL PLANNING, INC. | State registered | Jun 27, 2002 | Dec 31, 2002 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RABBANIAN FINANCIAL PLANNING, INC. | APELLA WEALTH | Apr 2, 2026 | Dec 23, 2025 | -100 | Firm change after gap | Other |