# JULIE GEBERT

JULIE GEBERT is an investment adviser representative (IAR) with state registration records since 2007, appearing at 9 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2022-06-09 | present | Yes |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2022-01-10 | 2022-06-01 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2019-10-07 | 2021-07-29 | — |
| [FFEC WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/16507) | 2017-08-24 | 2019-08-08 | — |
| [MSH CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/157835) | 2016-04-20 | 2017-09-06 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2015-04-28 | 2015-11-30 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2009-06-19 | 2015-03-16 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2008-03-25 | 2009-05-06 | — |
| [SVA WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/105197) | 2007-08-01 | 2008-03-06 | — |
| [COORDINATED CAPITAL SECURITIES, INC.](https://search.stillhousedata.com/firm/14762) | 2007-05-23 | 2007-06-26 | — |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2007-04-13 | 2007-05-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2195764)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2195764.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.