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Advisor at APELLA WEALTH
WEST HARTFORD, CT | Irvine, CA
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 | Apr 5, 2023 | n/a | yes | WEST HARTFORD, CT|Irvine, CA | Current employment |
| CLARITY WEALTH MANAGEMENT, INC. | Former SEC adviser | Apr 30, 2010 | Apr 13, 2023 | no | IRVINE, CA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Sep 9, 2009 | Mar 29, 2010 | no | IRVINE, CA|IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARITY WEALTH MANAGEMENT, INC. | APELLA WEALTH | Apr 13, 2023 | Apr 5, 2023 | -8 | Firm change | RIA to RIA |
| CETERA INVESTMENT ADVISERS LLC | CLARITY WEALTH MANAGEMENT, INC. | Mar 29, 2010 | Apr 30, 2010 | 32 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153258:171106:CA:2023-04-13 | Apr 13, 2023 | Apr 5, 2023 | IRVINE, CA | Firm change |