JULIA KATHRYN STEPPAN is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with B.O.S.S. RETIREMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| B.O.S.S. RETIREMENT ADVISORS, LLC | 2022-06-27 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2021-01-22 | 2022-10-04 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-03-18 | 2021-01-04 | — |