Julie Olson Roth is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with INTEGRIS WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRIS WEALTH MANAGEMENT, LLC | 2025-07-03 | present | Yes |
| CREATIVE PLANNING, LLC | 2025-04-01 | 2025-05-21 | — |
| MONTEREY PRIVATE WEALTH, INC. | 2018-11-16 | 2025-04-21 | — |