Julie Ann Wagner appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Julie Ann Wagner appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CARR FINANCIAL GROUP | CHIEF COMPLIANCE OFFICER | WORCESTER, MA |
| — | Form ADV | GP WEALTH SOLUTIONS LLC | CHIEF COMPLIANCE OFFICER | PLANO, TX |
| — | Form ADV | AWAKEN WEALTH PARTNERS LLC | CHIEF COMPLIANCE OFFICER | HOUSTON, TX |
| — | Form ADV | INTEGROUS WEALTH STRATEGIES | CHIEF COMPLIANCE OFFICER | HAMILTON, NJ |
| — | Form ADV | POLSON WEALTH MANAGEMENT | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | LIFEWISE WEALTH ADVISORS | CHIEF COMPLIANCE OFFICER | CHAMPAIGN, IL |
| — | Form ADV | RIA GROUP, LLC | CHIEF COMPLIANCE OFFICER | DES MOINES, IA |