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Detailed Report
TYLER MITCHELL ONDATJE
CRD#: 6342738
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Investment Adviser
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Previous Broker
APELLA WEALTHCRD#: 171106 9110 Irvine Center Drive
Irvine, CA 92618-4683
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2016 - 2016 (<1 year)IAAPELLA WEALTH (CRD# 171106)2023 - Present (2 years)BAMERITAS INVESTMENT CORP. (CRD# 14869)2014 - 2016 (1 year)IACLARITY WEALTH MANAGEMENT, INC. (CRD# 153258)2019 - 2023 (3 years)IAANCHOR CAPITAL (CRD# 123543)2017 - 2019 (1 year)IASEASIDE WEALTH MANAGEMENT, INC. (CRD# 271039)2017 - 2017 (<1 year)
License(s)

State Registrations

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California 3/3/2023
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Connecticut 3/3/2023
Current Registration(s)
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APELLA WEALTH (CRD#:171106)
9110 Irvine Center Drive, Irvine, CA 92618-4683
Registered with this firm since 3/3/2023
Previous Registration(s)
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 05/30/2019 - 04/13/2023 CLARITY WEALTH MANAGEMENT, INC. (CRD#:153258) IRVINE, CA
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 10/07/2017 - 06/27/2019 ANCHOR CAPITAL (CRD#:123543) ALISO VIEJO, CA
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 03/15/2017 - 08/30/2017 SEASIDE WEALTH MANAGEMENT, INC. (CRD#:271039) CARLSBAD, CA
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 06/13/2016 - 12/13/2016 J.P. MORGAN SECURITIES LLC (CRD#:79) CARLSBAD, CA
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 06/13/2016 - 12/13/2016 J.P. MORGAN SECURITIES LLC (CRD#:79) CARLSBAD, CA
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 11/10/2014 - 04/21/2016 AMERITAS INVESTMENT CORP. (CRD#:14869) GARDEN GROVE, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.