# JULIA NICOLE ROBERTS

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FIRST CITIZENS INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/44430) | 2025-06-20 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2024-07-29 | 2025-06-17 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2024-04-05 | 2024-07-23 | — |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/128365) | 2022-07-06 | 2024-02-21 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2018-07-09 | 2022-07-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6929818)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6929818.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.