Liam Apple has been an investment adviser representative at Apple & Associates since September 2022, and is not listed among the firm’s executive officers or direct owners.
Apple & Associates is a Grass Valley, CA firm with $138M under management, 247 clients and 3 advisers across 2 offices, as of its March 2026 filing.
- Apple & AssociatesCurrent– present · 4 yearsGrass Valley, CA · Adviser representative · Firm CRD 126849
Investment adviser representative registrations
Liam Apple is registered as an investment adviser representative in California, since September 2022.
- CaliforniaSince 21 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Liam Bryce Apple
- CRD
- 7635978
- Firm
- Apple & Associates · CRD 126849
- Office
- 565 Brunswick Road, Suite 8, Grass Valley, CA 95945
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Liam Apple work?
Liam Apple is an investment adviser representative registered through Apple & Associates since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Liam Apple a financial advisor?
Yes. Liam Apple has a current investment-adviser registration in California, through Apple & Associates since September 2022.
How many years of experience does Liam Apple have?
Liam Apple has 4 years in the financial industry, since September 2022, across 1 adviser firm.
What exams has Liam Apple passed?
Liam Apple passed the Series 65 in July 2022.
Where is Liam Apple based?
Liam Apple’s registered office is in Grass Valley, CA.
Is Liam Apple registered with FINRA?
No. Liam Apple has no current broker registration.
How can I verify Liam Apple’s record?
Search CRD 7635978 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Liam Apple’s full registration record.