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Advisor at APELLA WEALTH
WEST HARTFORD, CT | Bellevue, WA
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 | Jan 7, 2022 | n/a | yes | WEST HARTFORD, CT|Bellevue, WA | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jun 27, 2013 | Dec 20, 2021 | no | SEATTLE, WA|SEATTLE, WA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 25, 2006 | May 13, 2013 | no | SEATTLE, WA|BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | APELLA WEALTH | Dec 20, 2021 | Jan 7, 2022 | 18 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | EAGLE STRATEGIES LLC | May 13, 2013 | Jun 27, 2013 | 45 | Firm change | Other |