# JULIA ANN ZAKARIAS

JULIA ANN ZAKARIAS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with GENFI LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GENFI LLC](https://search.stillhousedata.com/firm/156464) | 2011-03-01 | present | Yes |
| [KOVITZ INVESTMENT GROUP, LLC](https://search.stillhousedata.com/firm/127880) | 2010-02-12 | 2011-01-21 | — |
| [MGP WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/150315) | 2009-08-27 | 2010-02-12 | — |
| [INTEROCEAN WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/140456) | 2007-09-25 | 2009-08-27 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2005-08-11 | 2007-10-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5012680)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5012680.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.
