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RIA / WealthAdvisorCertified Financial Planner27 years in industry

TAMARA LYNN DURBIN

Advisor at APELLA WEALTH

Costa Mesa, CA | WEST HARTFORD, CT

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Search this name across graphsid dfx:ria:841fb090-4e86-4510-06db-73339e3c15b6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 1, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 20, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 20, 1999
First registration: Dec 1, 2015
Dual registered: no
Other names: Tamara Lynn Thompson
IAPD individual key: 3193491

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APELLA WEALTH	Independent wealth	Mar 31, 2026	n/a	yes	WEST HARTFORD, CT\|Costa Mesa, CA	Current employment
CS TOMASI WEALTH MANAGEMENT	Former SEC adviser	Oct 13, 2023	May 30, 2025	no	COSTA MESA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 28, 2022	Jan 19, 2023	no	HUNTINGTON BEACH, CA\|HUNTINGTON BEACH, CA\|SAN DIEGO, CA\|HUNTINGTON BEACH, CA\|COSTA MESA, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Oct 8, 2020	Feb 3, 2022	no	HUNTINGTON BEACH, CA\|HUNTINGTON BEACH, CA	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Dec 1, 2015	Oct 7, 2020	no	HUNTINGTON BEACH, CA\|HUNTINGTON BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CS TOMASI WEALTH MANAGEMENT	APELLA WEALTH	May 30, 2025	Mar 31, 2026	305	Firm change	Other
LPL FINANCIAL LLC	CS TOMASI WEALTH MANAGEMENT	Jan 19, 2023	Oct 13, 2023	267	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	LPL FINANCIAL LLC	Feb 3, 2022	Jan 28, 2022	-6	Firm change	Ibd to ibd
THRIVENT INVESTMENT MANAGEMENT INC.	SECURITIES AMERICA ADVISORS, INC.	Oct 7, 2020	Oct 8, 2020	1	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110518:6413:CA:2022-01-28	Feb 3, 2022	Jan 28, 2022	HUNTINGTON BEACH, CA	Firm change

Relationships

Registered with (5)

→ APELLA WEALTHRegistered adviserregistration: current employment
Mar 31, 2026 to presentfactForm ADV
→ CS TOMASI WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 13, 2023 to May 30, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 28, 2022 to Jan 19, 2023factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Oct 8, 2020 to Feb 3, 2022factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Dec 1, 2015 to Oct 7, 2020factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
Tamara Lynn Durbin left Cs Tomasi Wealth Management for Apella Wealth (registered 2026-03-31)
Form ADVobserved 6 days ago
Occurred
Jan 19, 2023
Advisor changed firm
Tamara Lynn Durbin left Lpl Financial Llc for Cs Tomasi Wealth Management (registered 2023-10-13)
Form ADVobserved 6 days ago
Occurred
Feb 3, 2022
Advisor changed firm
Tamara Lynn Durbin left Securities America Advisors, Inc. for Lpl Financial Llc (registered 2022-01-28)
Form ADVobserved 6 days ago