Julie Rose Malonzo is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with CASSADY WEALTH & RETIREMENT PLANNING L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| CASSADY WEALTH & RETIREMENT PLANNING L.L.C. | 2024-11-08 | present | Yes |
| LPL FINANCIAL LLC | 2024-02-06 | 2024-11-07 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-01-05 | 2024-02-07 | — |