JULIA NICOLE ROBERTS is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2025-06-20 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2024-07-29 | 2025-06-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-04-05 | 2024-07-23 | — |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 2022-07-06 | 2024-02-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-07-09 | 2022-07-02 | — |