# Julie Kathleen Mize

Julie Kathleen Mize is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with UBS FINANCIAL SERVICES INC..

## Registration history (2)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2021-11-12 | present | Yes |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2013-01-15 | 2021-11-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2341195)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2341195.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.