DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at APELLA WEALTH
Wyomissing, PA | 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 | Mar 17, 2025 | n/a | yes | Wyomissing, PA|WEST HARTFORD, CT | Current employment |
| MARRELLA PRIVATE WEALTH, LLC | Former SEC adviser | Oct 2, 2023 | Mar 28, 2025 | no | WYOMISSING, PA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 14, 2021 | Oct 3, 2023 | no | Wyomissing, PA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 15, 2013 | Jul 2, 2014 | no | WYOMISSING, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARRELLA PRIVATE WEALTH, LLC | APELLA WEALTH | Mar 28, 2025 | Mar 17, 2025 | -11 | Firm change | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | MARRELLA PRIVATE WEALTH, LLC | Oct 3, 2023 | Oct 2, 2023 | -1 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 327397:171106:PA:2025-03-28 | Mar 28, 2025 | Mar 17, 2025 | WYOMISSING, PA | Firm change |
| 149018:327397:PA:2023-10-03 | Oct 3, 2023 | Oct 2, 2023 | WYOMISSING, PA | Firm change |