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RIA / WealthAdvisorChartered Financial Analyst28 years in industry

TAYLOR EVAN DRAKE

Advisor at APELLA WEALTH

WEST HARTFORD, CT | Lake Oswego, OR

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Search this name across graphsid dfx:ria:c79b1be1-7a04-3176-ecb0-c8624fa49d46

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: May 5, 2003 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: Feb 25, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S63
First exam: Feb 25, 1998
First registration: May 5, 2003
Dual registered: no
IAPD individual key: 2958978

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	Jan 19, 2022	n/a	yes	Lake Oswego, OR\|WEST HARTFORD, CT	Current employment
METRIST WEALTH ADVISORS	Former SEC adviser	Feb 8, 2019	Mar 28, 2022	no	LAKE OSWEGO, OR	Previous registration
AVIER WEALTH ADVISORS	Independent wealth	Apr 16, 2012	Apr 12, 2019	no	BELLEVUE, WA	Previous registration
RETIREMENT ASSET MANAGEMENT, LLC	Former SEC adviser	Jan 23, 2012	Jun 28, 2012	no	BELLEVUE, WA	Previous registration
PROVEST CAPITAL MANAGEMENT LLC	Former SEC adviser	Jul 30, 2010	Jun 28, 2012	no	LAKE OSWEGO, OR	Previous registration
BEACON ALTERNATIVE STRATEGIES LLC	n/a	Sep 22, 2006	Oct 27, 2006	no	PORTLAND, OR	Previous registration
BEACON ROCK CAPITAL PARTNERS LLC	n/a	Mar 17, 2006	Sep 25, 2006	no	PORTLAND, OR	Previous registration
BEACON ROCK CAPITAL, LLC	n/a	Mar 17, 2006	Oct 27, 2006	no	PORTLAND, OR	Previous registration
WS GRIFFITH SECURITIES, INC.	n/a	May 5, 2003	Aug 4, 2003	no	PORTLAND, OR	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
METRIST WEALTH ADVISORS	APELLA WEALTH	Mar 28, 2022	Jan 19, 2022	-68	Firm change after gap	RIA to RIA
AVIER WEALTH ADVISORS	METRIST WEALTH ADVISORS	Apr 12, 2019	Feb 8, 2019	-63	Firm change after gap	RIA to RIA
RETIREMENT ASSET MANAGEMENT, LLC	AVIER WEALTH ADVISORS	Jun 28, 2012	Apr 16, 2012	-73	Firm change after gap	Other
PROVEST CAPITAL MANAGEMENT LLC	RETIREMENT ASSET MANAGEMENT, LLC	Jun 28, 2012	Jan 23, 2012	-157	Firm change after gap	Other
BEACON ALTERNATIVE STRATEGIES LLC	PROVEST CAPITAL MANAGEMENT LLC	Oct 27, 2006	Jul 30, 2010	1,372	Firm change after gap	Other
BEACON ROCK CAPITAL, LLC	BEACON ALTERNATIVE STRATEGIES LLC	Oct 27, 2006	Sep 22, 2006	-35	Firm change after gap	Other
BEACON ROCK CAPITAL PARTNERS LLC	BEACON ROCK CAPITAL, LLC	Sep 25, 2006	Mar 17, 2006	-192	Firm change after gap	Other
WS GRIFFITH SECURITIES, INC.	BEACON ROCK CAPITAL PARTNERS LLC	Aug 4, 2003	Mar 17, 2006	956	Firm change after gap	Other

Relationships

Registered with (9)

→ APELLA WEALTHRegistered adviserregistration: current employment
Jan 19, 2022 to presentfactForm ADV
→ METRIST WEALTH ADVISORSRegistered adviserregistration: previous registration
Feb 8, 2019 to Mar 28, 2022factForm ADV
→ AVIER WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 16, 2012 to Apr 12, 2019factForm ADV
→ RETIREMENT ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 23, 2012 to Jun 28, 2012factForm ADV
→ PROVEST CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 30, 2010 to Jun 28, 2012factForm ADV
→ BEACON ALTERNATIVE STRATEGIES LLCRegistered adviserregistration: previous registration
Sep 22, 2006 to Oct 27, 2006factForm ADV
→ BEACON ROCK CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 17, 2006 to Oct 27, 2006factForm ADV
→ BEACON ROCK CAPITAL PARTNERS LLCRegistered adviserregistration: previous registration
Mar 17, 2006 to Sep 25, 2006factForm ADV
→ WS GRIFFITH SECURITIES, INC.Registered adviserregistration: previous registration
May 5, 2003 to Aug 4, 2003factForm ADV

Dated events

Occurred
Mar 28, 2022
Advisor changed firm
Taylor Evan Drake left Metrist Wealth Advisors for Apella Wealth (registered 2022-01-19)
Form ADVobserved 6 days ago