# JULIA KATHRYN STEPPAN

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [B.O.S.S. RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/171143) | 2022-06-27 | present | Yes |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2021-01-22 | 2022-10-04 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2019-03-18 | 2021-01-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7039013)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7039013.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.